Regional Sales Director – Core

This is a fully remote position, open to applicants in Virginia.

📋 Description

• Establish and nurture relationships with insurance brokers, agents, consulting firms, TPAs, and financial advisors.

• Prospect for clients, prepare, and present 401(k) proposals leading to the sale of pension products.

• Identify, develop, and cultivate target markets within the designated Virginia and Washington, DC region.

• Receive and address Requests For Proposals (RFPs).

• Build and sustain relationships with partners and plan sponsors.

• Comprehend clients’ overarching objectives and requirements.

• Prepare and deliver technical and product presentations and demonstrations.

• Collaborate with local Client Relationship Managers and Regional Directors during new plan implementation.

• Provide insights to marketing and product design teams for future product improvements through Regional Vice Presidents.

• Consistently seek new relationships with brokers, agents, and consulting firms.

⛳️ Requirements

• Bachelor’s degree in Business or a related field.

• Extensive knowledge of the retirement industry is essential.

• Proven sales, communication, and presentation skills are required.

• Basic proficiency in personal computer applications, including Microsoft Word, Excel, PowerPoint, and Outlook.

• Proficiency in using projectors.

• Willingness to travel 60–70% of the time by air to various states.

• Capability to use a personal vehicle for local meetings with plan sponsors and brokers.

• Possession of FINRA Series 6 and 63 licenses.

• Relevant state insurance licenses are required.

• Applicants must be authorized to work for any employer in the U.S.

• A minimum of 4 years of related sales experience in the 401(k) market is preferred.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• Retirement savings options – 401(k) plan with generous company matching contributions (up to 6%).

• Financial advisory services.

• Potential for company discretionary contributions.

• A wide range of investment options.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment with the option to wear jeans.

• Generous paid time off upon hire, including a paid time off program.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time – 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability benefits.

• Family and Medical Leave (FMLA).

• Access to Business Resource Groups (BRGs).

• Sales incentives.

• A bonus plan may be available in some instances.

• Necessary computer equipment will be supplied.

• Flexible work environment.

• Opportunities for fluid career paths.

• Internal mobility options available.