Regional Sales Vice President - Remote

Overview

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

In Short

• Looking for a Regional Sales Vice President in Georgia.
• Experience in selling retirement plan administration and record-keeping services.
• Work closely with financial advisors and strategic partners.
• Build a sales pipeline and win retirement plans.
• Cold calling and relationship building are essential.
• Drive distribution and convert retirement plans.
• Provide leadership and support to the team.
• Manage sales and revenue targets.
• Remote-based role with a focus on Georgia market.
• Competitive salary and benefits offered.

Requirements

• 5+ years in B2B sales, preferably in retirement or FinTech.
• Knowledge of retirement plan advisors' practices.
• Track record of managing sales regions and exceeding targets.
• Ability to manage the entire sales cycle.
• Strong attention to detail and communication skills.
• Experience in developing and cold calling prospect lists.
• Experience in retirement plan record-keeping is a plus.
• FS certifications are a plus (e.g., Series 7, CFA).

Benefits

• Competitive health coverage and generous vacation.
• Hybrid office policy with a comfortable office in Manhattan.
• All necessary equipment provided for remote work.
• Great 401(k) plan.