SVP, Consulting

NFP•Telecommuter, NC

About The Position

Wealthspire is seeking a results-driven sales professional to promote and sell Wealthspire’s Executive Benefits solutions through strategic partnerships with internal Wealthspire advisors and clients and external stakeholders, including consulting firms, financial institutions, and insurance brokerage organizations. This role is responsible for driving new business, leading the full sales cycle, and achieving sales and profitability targets while building strong client relationships. The ideal candidate will maintain an active pipeline, collaborate with internal teams on sales strategy, and ensure a seamless transition to account management. Success in this role requires strong communication, presentation, and closing skills, along with the ability to manage multiple priorities, adapt in a fast-paced environment, and maintain deep knowledge of executive benefit offerings.

Requirements

Bachelor’s degree required (Business, Finance, Economics, or related field)
12–15+ years in sales, business development, or executive benefits/financial services of total professional experience
Communication skills - written and verbal
Planning and organizing
Problem assessment and problem solving
Attention to detail and accuracy
Flexibility
Adaptability
Benefit plan knowledge
Sales and closing skills
Presentation skills
Business development
Account & client relationship management
Maintain and share product knowledge with NFP associates
Attend various executive benefits conferences when available
Work with Wealthspire sales and marketing staff to develop strategy
Maintain pipeline of activity in Microsoft Dynamics CRM

Nice To Haves

MBA or advanced degree preferred
Relevant industry licenses (e.g., insurance, securities like Series 6/7/63, depending on scope) are typically required or strongly preferred
Series 6, 7, 63 (preferred)

Responsibilities

Promote Wealthspire’s Executive Benefits services to internal Wealthspire advisors.
Create and maintain referral relationship with intermediaries and joint partnerships such as large NQDC admin platforms, insurance brokers, and other third party centers of influence.
Sells the complete offering of company services
Expands offering with third party referral partnerships and maintains relationships.
Acquire new customers
Lead all aspects of the sales process
Internally promote capabilities.
Ensure a seamless transition of customer responsibility to account management team
Train advisors on executive benefits best practices to expand account management capabilities.
Achieve assigned sales quota
Meet assigned expectations for profitability
Achieve new account acquisition targets
Complete required training and development objectives within the assigned time frame