Regional Vice President, National Sales (Mid-Atlantic)

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Requirements:

• 5+ years in B2B sales, preferably in retirement, FinTech, wealth, or a similar industry.
• Intimate knowledge of retirement plan advisors and their practices.
• Clear understanding of partnerships across multiple channels.
• Track record of managing and leading sales regions, exceeding targets.
• Ability to carry a sale through the entire cycle from prospecting to conversion.
• Strong attention to detail and ability to create effective selling processes.
• Excellent written and verbal communication skills.
• Experience in developing and cold calling prospect lists.

Responsibilities:

• Identify and convert strategic partnerships with relevant stakeholders.
• Develop a retirement plan sales pipeline and prospect for new clients.
• Convert retirement plan opportunities into sales through a consistent process.
• Provide product demos and have deep understanding of retirement plan administration.
• Build and manage the sales hand-off process to client success teams.
• Meet sales and revenue targets in the assigned region.