National Sales Director – Financial Wellness
GenAbout the role
About the Role
Are you passionate about transforming how employees experience financial well-being? As a National Sales Director focused on Financial Wellness, you will play a pivotal role in launching and scaling Norton LifeLock Benefit Solutions financial wellness offerings as a standalone and adjacent product to our traditional identity protection solutions. This role is dedicated to expanding financial wellness adoption within strategic broker relationships and large enterprise employers, with a focus on earned wage access, personal financial management tools, student loan assistance, and holistic financial well-being solutions. You will partner closely with national and regional benefits brokers, positioning Norton LifeLock Benefit Solutions as a trusted financial wellness partner for today’s workforce. You will operate as a market builder, educating benefit brokers, engaging enterprise employers, and collaborating cross-functionally with marketing, sales enablement, and partner teams to drive awareness, demand, and adoption of financial wellness solutions within targeted segments.
Responsibilities
Financial Wellness & Broker Engagement
- Serve as an ambassador to the employee benefits and financial wellness ecosystem, representing Norton LifeLock’s expanding financial well-being solutions.
- Own and develop financial wellness-focused segments within key broker and consultant relationships.
- Educate brokers and employers on the value of financial wellness solutions, including personal financial management (PFM) tools, financial education & access to financial advisors, earned wage access (EWA), payroll deducted loans, student loan guidance & restructuring, and adjacent offerings.
- Act as a strategic advisor to brokers, helping them position financial wellness as a core component of total rewards and employee well-being.
Enterprise & Account-Based Growth
- Identify, pursue, and qualify large employer opportunities in collaboration with broker partners or our existing Employer base.
- Support account-based selling strategies within targeted broker books and enterprise employer segments.
- Partner with internal marketing teams to support highly targeted outreach, campaigns, events, and broker education initiatives.
- Participate in industry events, webinars, and thought-leadership initiatives to keep Norton LifeLock Benefit Solutions top of mind.
Consultative Selling & Program Design
- Take a consultative approach by assessing broker and employer needs and aligning appropriate financial wellness program designs.
- Understand enrollment methodologies, revenue requirements, implementation paths, and contract structures related to financial wellness solutions.
- Guide brokers and employers through the full sales cycle—from early education through contract execution and onboarding.
Cross-Functional Collaboration & Execution
- Collaborate closely with Employee Benefits, Sales Enablement, Partner Account Managers, Marketing, Legal, and Finance teams.
- Maintain accurate pipeline management, forecasting, and activity tracking within CRM tools (e.g., Salesforce).
- Partner with Sales Leadership to identify emerging market opportunities and inform go-to-market strategy for financial wellness.
Key Qualifications
- Strong understanding of the employee benefits and financial wellness landscape, including voluntary benefits and emerging financial well-being solutions.
- Proven experience building and growing broker-led enterprise relationships.
- Ability to influence and educate benefit brokers, consultants, and employer decision-makers.
- Comfortable navigating evolving broker models across healthcare, voluntary benefits, and financial wellness.
- Strategic thinker with a relationship-first, consultative sales approach.
Required Skills and Experience
- 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.
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