Regional Vice President, Mid-Large Segment – Pacific

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Take ownership and spearhead the Mid-Large Market retirement franchise throughout the Pacific region, encompassing Washington, Oregon, Nevada, and California, with a primary emphasis on corporate plans exceeding $50M in assets.

• Formulate and implement a thorough territory strategy that aligns with new sales growth, advisor prioritization, and the long-term value of the franchise.

• Provide an exceptional consultative sales experience by gaining an in-depth understanding of advisor business models, growth goals, competitive preferences, and client requirements.

• Create, execute, and sustain an Elite Advisor Segmentation strategy that targets the top retirement plan advisors within the territory.

• Oversee the complete sales preparation and execution for RFPs and finalist presentations, including opportunity prioritization, competitive analysis, plan-level evaluation, and executive storytelling for finalists.

• Collaborate closely with both internal and external centers of influence, including retirement plan advisors, TPAs, DCIOs, internal leadership, Relationship Managers, Sales Desk, Operations, Implementation, Marketing, and Communications.

⛳️ Requirements

• A Bachelor’s degree is required.

• Over 10 years of experience in retirement plans or the financial services sector.

• More than 10 years of demonstrated success in one or more of the following areas: External retirement plan sales, relationship management, ERISA consulting, communications, operations, or implementation.

• Possession of active and maintained licenses (Life Insurance and Series 6 or equivalent).

• Willingness and ability to travel up to 80% of the time.

🏝️ Benefits

• Health insurance

• Dental insurance

• Mental health benefits

• Vision insurance

• Short- and long-term disability

• Life insurance

• AD&D insurance coverage

• Adoption/surrogacy benefits

• Wellness benefits

• Employee/family assistance plans

• Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)

• Financial education and counseling resources

• Generous paid time off program (includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time)