Regional Vice President – Retirement Mid Markets

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

📋 Description

• Sell qualified retirement plans to small and mid-sized markets via financial intermediaries such as banks, wire houses, regional broker dealers, and employee benefit firms.

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

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

• Build relationships with plan sponsors through direct meetings with key contacts.

• Engage in proactive marketing initiatives.

• Oversee a territory of targeted prospects.

• Travel to meet with prospects, advisors, and key intermediaries in the assigned region.

⛳️ Requirements

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

• Possession of FINRA Series 6 & 63 licenses.

• Valid Life & Health License.

• Comprehensive knowledge of the retirement market and ERISA regulations.

• Self-driven individual with a natural sales instinct to strategize and execute actions to achieve sales targets.

• Exceptional interpersonal, public speaking, and presentation abilities.

• Capacity to manage resources and excel in a dynamic, high-volume environment.

• Proficient technical skills to utilize advanced tools.

• Established broker relationships within the assigned territory (preferred).

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Paid Time Off starting at 160 hours annually for employees in their first year of service

• Ten (10) paid holidays per year

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

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

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• 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 plan(s)