National Sales Director – Financial Wellness
Gen
full-time
Posted on:
Location Type: Remote
Location: Minnesota • New York • United States
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Job Level
About the role
- Serve as an ambassador to the employee benefits and financial wellness ecosystem.
- Own and develop financial wellness-focused segments within key broker and consultant relationships.
- Educate brokers and employers on the value of financial wellness solutions.
- Act as a strategic advisor to brokers, helping them position financial wellness as a core component of total rewards and employee well-being.
- Identify, pursue, and qualify large employer opportunities in collaboration with broker partners.
- Support account-based selling strategies within targeted broker books and enterprise employer segments.
- Partner with internal marketing teams to support highly targeted outreach and broker education initiatives.
- Collaborate closely with Employee Benefits, Sales Enablement, Partner Account Managers, Marketing, Legal, and Finance teams.
Requirements
- 5–7+ years of experience in employee benefits sales, financial wellness, voluntary benefits, or related B2B enterprise sales roles.
- Experience working with employee benefit brokers, agents, and consultants.
- Familiarity with financial wellness solutions such as earned wage access (EWA), financial education, employee loans, student loan assistance, or adjacent offerings strongly preferred.
- Ability to present confidently to all key audiences.
- Strong storytelling and communication skills with the ability to build compelling narratives.
- Proficiency in Salesforce, LinkedIn Sales Navigator, and standard sales productivity tools.
- Excellent presentation, negotiation, and relationship-management skills.
- Willingness to travel 50–70% as needed to support broker and employer engagement.
Benefits
- Health insurance
- Paid time off
- Flexible working options
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
employee benefits salesfinancial wellnessvoluntary benefitsB2B enterprise salesearned wage accessfinancial educationemployee loansstudent loan assistanceaccount-based sellingbroker education
Soft Skills
presentation skillsstorytellingcommunication skillsnegotiation skillsrelationship managementstrategic advisingcollaborationoutreach supportconfidence in presentingbuilding narratives