Regional Vice President – Retirement Mid Markets

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

📋 Description

• Identify and pursue new clients within a designated territory to meet sales objectives.

• Build a network of advisors, consultants, and other third-party intermediaries concentrating on the retirement sector.

• Cultivate relationships with plan sponsors through direct engagement with key stakeholders.

• Engage in proactive marketing initiatives.

• Oversee a territory of target prospects.

• Market qualified retirement plans to small and mid-sized businesses via financial intermediaries, including banks, wire houses, regional broker-dealers, and employee benefit firms.

• Travel to connect with prospects, advisors, and key intermediaries within the territory.

⛳️ Requirements

• A minimum of three years of sales experience in the retirement plan sector.

• Possession of FINRA Series 6 & 63 licenses.

• Life & Health Insurance License.

• Comprehensive understanding of the retirement market and ERISA regulations.

• Self-driven with a strong sales aptitude to effectively organize thoughts and actions to achieve sales targets.

• Excellent interpersonal, public speaking, and presentation abilities.

• Capability to manage resources and excel in a dynamic, high-volume setting.

• Proficient in utilizing advanced technical tools.

• Existing broker relationships within the designated territory are preferred.

• Willingness to travel extensively, exceeding 50% of the time.

🏝️ Benefits

• Competitive salary.

• Bonus opportunities for eligible employees.

• Pension plan.

• 401k matching program.

• Employee stock purchase plan.

• Tuition reimbursement.

• Disability insurance.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Employee discounts.

• Opportunities for career training and development.

• Paid time off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays each year.

• Be Well Company holistic wellness program, which includes wellness coaching and reward dollars.

• Parental leave offering fifteen (15) days of paid leave per calendar year for eligible employees with at least one year of service.

• Adoption assistance.

• Employee assistance program.

• Back-up care program.

• Paid time off for volunteer hours.

• Employee matching gifts program.

• Employee resource groups.

• Inclusion and diversity initiatives.

• Employee recognition programs.

• Referral bonus programs.

• Annual bonus based on the company bonus plan, individual performance, and at company discretion.

• Potential eligibility to earn commissions based on applicable sales incentive plans.