RVP, National Sales - Chicago

5+ years in B2B sales, preferably in retirement, FinTech, wealth, or similar industry Intimate knowledge of how retirement plan advisors build, manage, and grow their practice Clear understanding and ability to articulate partnerships across multiple channels Consistent track record managing and leading sales regions and exceeding sales targets Ability to carry a plan sale over the entire sales cycle from prospecting to conversion Strong attention to detail and passion for creating a top-notch selling environment and processes Excellent written & verbal communication skills Experience developing and cold calling prospect lists Experience selling retirement plan record-keeping and administration (strong plus) Previous coverage of the small and emerging corporate retirement plan market (strong plus) Strong understanding of what a record-keeper, TPA, and 3(16) administrator does FS certifications (e.g., Series 7, 66, 65, CFA) are a plus

Gain distribution and convert retirement plans in the sales region Provide leadership, deep expertise, and support to the team Identify and convert strategic partnerships with RIAs, Broker/Dealers, TPAs, Payroll Providers, Banks Develop a retirement plan sales pipeline through relationships and prospecting Convert retirement plan opportunities into sales Provide product demos and understand retirement plan record-keeping, administration, and technology Build a process for handing off sales to implementation and client success teams Manage and deliver on plan sales and revenue targets Be accountable for plan sponsor revenue generation