Regional Sales Director

About the Company

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs, serving over 350,000 businesses and over 2M active savers.

Responsibilities

• Identify, develop, and convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, and Banks.
• Develop and manage a robust retirement plan sales pipeline through strategic outreach and cold calling.
• Consult with prospects regarding plan features and demographics to determine optimal plan types.
• Deliver product demonstrations and maintain expertise in retirement plan record-keeping and technology.
• Manage hand-off processes to implementation and client success teams.
• Own and deliver on plan sales and revenue targets within the assigned region.

Requirements

• 5+ years in B2B sales, preferably in retirement, FinTech, or wealth management.
• Intimate knowledge of how retirement plan advisors build and manage practices.
• Proven track record of managing sales regions and exceeding targets.
• Ability to manage the full sales cycle from prospecting to conversion.
• Willingness to travel 50-70% of the time.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Experience selling retirement plan record-keeping and administration.
• Previous coverage of the small and emerging corporate retirement plan market.
• Experience in the Midwest, Great Lakes, or Rust Belt regions.
• Understanding of record-keepers, TPAs, and 3(16) administrators.
• Financial services certifications such as Series 65, Series 7, or CFA.