Regional Vice President – Retirement Plan Sales

This is a fully remote position, open to applicants in North Carolina, +1 more state.

📋 Description

• Deliver consultative sales solutions to partners.

• Inform customers about retirement-related products and services.

• Work alongside the internal retirement plans sales team to guarantee customer loyalty and satisfaction.

• Build and oversee a substantial territory.

• Identify new business opportunities.

• Meet quotas and achieve sales objectives.

• Enhance customer satisfaction by utilizing available company resources.

• Advance product knowledge, sales proficiency, and competitive awareness.

• Guide and mentor others to refine practices.

• Contribute to the success of local, regional, and national sales teams.

⛳️ Requirements

• A Bachelor’s degree is preferred but not mandatory.

• Securities licenses 6, 63, and 65 are required.

• Over 5 years of experience in an outside sales role focused on retirement plan products, such as 401k, 403B, 457, or mutual funds.

• Experience in traveling and managing a territory.

• Strong background in retirement plans and wholesaling.

• An excellent driving record is essential.

• Must be insurable under the corporate insurance policy.

• Proven track record of achieving sales results, including demonstrable quota accomplishment.

• Strong and proactive prospecting abilities.

• Experience in territory management methodologies.

• Experience presenting as a finalist.

• Must reside within the NC/SC territory or be willing to relocate.

• Willingness to travel for the role.

• Must successfully pass a criminal background check as well as employment, education, and licensing verification.

• All employees must be bondable.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with matching contributions from the company.

• Annual incentive bonus program.

• Generous paid time off.

• 11 holidays.

• 2 wellness days each year.

• 8 volunteer hours per year.

• PTO increases based on tenure.

• Opportunities for career growth and advancement.

• Paid parental leave.

• Assistance for adoption and surrogacy.

• Employee giving program that double matches donations to qualifying nonprofits and schools.

• Performance guarantees may assist a new hire’s transition into the sales incentive plan.