[Remote] RVP, National Sales - Chicago at Vestwell

Chicago, Illinois, United States

Vestwell Logo
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Fintech, Retirement Services, Financial ServicesIndustries

Skills

Key technologies and capabilities for this role

Retirement plan administrationRecord-keeping servicesSales pipeline developmentRelationship buildingCold callingStrategic partnershipsRIA AggregatorsBroker/DealersTPAsPayroll ProvidersBanks

Questions & Answers

Common questions about this position

What experience is required for the RVP, National Sales role?

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.

Is this sales position remote or based in Chicago?

The role is for the geographic Chicago market, indicating it requires presence or focus in that area.

What salary or compensation does the role offer?

This information is not specified in the job description.

What are the key responsibilities for this sales position?

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.

What makes a strong candidate for this RVP sales role?

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.

Vestwell

Digital platform for modern retirement plans

About Vestwell

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.

New York City, New YorkHeadquarters
2016Year Founded
$231MTotal Funding
SERIES_DCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Paid Vacation
Hybrid Work Options
401(k) Retirement Plan
Performance Bonus
Company Equity

Risks

Increased competition from Ascensus in the state auto-IRA market.
Ameritas and Pontera partnership may divert clients seeking integrated financial services.
Dependence on John Hancock partnership could pose risks if challenges arise.

Differentiation

Vestwell offers a comprehensive digital platform for retirement plan management.
The company provides customizable investment options tailored to individual employee needs.
Vestwell integrates fiduciary services to limit employer liability in retirement plans.

Upsides

Partnership with TIAA introduces lifetime income solutions, enhancing retirement offerings.
Collaboration with John Hancock Retirement boosts market presence and credibility.
$125 million Series D funding supports platform expansion and service enhancement.

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