Regional Vice President – Retirement Mid Markets

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

📋 Description

• Promote and sell qualified retirement plans to small and mid-sized markets via financial intermediaries.

• Operate within a designated territory to fulfill company objectives.

• Seek out new clients within the assigned territory to reach sales targets.

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

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

• Engage in proactive marketing initiatives.

• Oversee a territory of targeted prospects.

• Travel to engage with prospects, advisors, and essential intermediaries within the territory.

⛳️ Requirements

• Minimum of three years of sales experience within the retirement plan industry.

• Possession of FINRA Series 6 & 63 licenses.

• Valid Life & Health License.

• Comprehensive understanding of the retirement market and ERISA regulations.

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

• Exceptional interpersonal, public speaking, and presentation capabilities.

• Proficient in resource management and able to excel in a fast-paced, high-volume setting.

• Technical proficiency in utilizing advanced tools.

• Preferred existing broker relationships within the designated territory.

• 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 program.

• Disability insurance coverage.

• Medical insurance options.

• Dental insurance plans.

• Vision insurance benefits.

• 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.

• Holistic wellness program, including wellness coaching and reward dollars through the Be Well Company.

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

• Adoption assistance offered.

• Employee assistance program available.

• Back-up care program for dependents.

• Paid time off for volunteer hours.

• Employee matching gifts program.

• Employee resource groups supporting inclusion and diversity.

• Employee recognition program.

• Referral bonus programs.

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

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