Regional Vice President of Sales
EmaFull Time
Expert & Leadership (9+ years)
Key technologies and capabilities for this role
Common questions about this position
Candidates need 5+ years in B2B sales, preferably in retirement, FinTech, wealth, or a similar industry, along with intimate knowledge of how retirement plan advisors build, manage, and grow their practice, and a clear understanding of partnerships across multiple channels.
The role is for the geographic Chicago market, indicating it requires presence or focus in that area.
This information is not specified in the job description.
Responsibilities include identifying and converting strategic partnerships, developing a sales pipeline through relationships and cold calling, converting opportunities into sales, providing product demos, building hand-off processes, and managing sales and revenue targets.
A strong candidate has successfully sold retirement plan administration and record-keeping services in the small and emerging corporate retirement plan market, can work closely with financial advisors and partners to build pipelines, and is comfortable with cold calling and developing deep relationships.
Digital platform for modern retirement plans
Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.