RVP, National Sales - Chicago

Who you are

You have a proven track record in sales, particularly in the financial technology sector, with a focus on retirement plan administration and record-keeping services. Your experience includes successfully navigating the small and emerging corporate retirement plan market, where you've built strong relationships with financial advisors and strategic partners. You are comfortable with both cold calling prospects and developing deep, meaningful relationships that lead to successful sales outcomes. Your ability to communicate effectively and persuasively is key to your success in this role.

You thrive in a fast-paced environment and are driven by results. You understand the importance of building a robust sales pipeline and are skilled at identifying opportunities for growth within your territory. Your analytical mindset allows you to assess market trends and adjust your strategies accordingly. You are a team player who collaborates well with others, ensuring that your efforts align with the broader goals of the organization.

Desirable

Experience in the financial services industry, particularly with retirement plans, is a significant advantage. Familiarity with the latest fintech solutions and trends will help you stay ahead in this competitive landscape. You are also comfortable using CRM tools to track your sales activities and manage your relationships effectively.

What you'll do

In this role, you will be the main driver for gaining distribution and converting retirement plans in the Chicago market. You will develop and execute sales strategies that align with Vestwell's goals, focusing on building relationships with financial advisors and other strategic partners. Your responsibilities will include identifying potential clients, conducting outreach, and presenting Vestwell's offerings in a compelling manner.

You will work closely with the marketing team to ensure that your sales efforts are supported by effective campaigns and materials. Regularly analyzing your sales performance and adjusting your approach will be crucial to your success. You will also participate in industry events and networking opportunities to expand your reach and enhance Vestwell's visibility in the market.

Collaboration with internal teams will be essential as you gather feedback from clients and prospects to inform product development and service enhancements. You will be expected to provide insights into market trends and customer needs, helping to shape Vestwell's offerings to better meet the demands of the market.

What we offer

Vestwell provides a dynamic work environment where innovation and collaboration are encouraged. You will have the opportunity to make a significant impact on the company's growth and success. We offer competitive compensation, including performance-based incentives, and a comprehensive benefits package. Our culture values diversity and inclusion, and we are committed to supporting your professional development and career growth. Join us in redefining how people save for their future.