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 services to partners, emphasizing the education of customers on retirement products and services.

• Collaborate with the internal retirement plans sales team to guarantee customer retention and satisfaction.

• Develop and oversee a substantial territory, identifying new business opportunities.

• Achieve quota targets to meet sales goals and enhance customer satisfaction utilizing the comprehensive resources provided by The Standard.

• Continuously enhance product knowledge, sales skills, and competitive intelligence to effectively compete in the designated market.

• Actively seek opportunities to mentor colleagues and improve practices to boost the success of local, regional, and national sales teams.

⛳️ Requirements

• Bachelor’s degree is preferred but not mandatory.

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

• Over 5 years of experience in a field or outside sales role selling retirement plan products (401k, 403B, 457, mutual funds).

• Must have experience traveling within and managing a territory.

• Strong background in retirement plans and wholesaling is essential.

• An excellent driving record is required.

• Must be insurable under the corporate insurance carrier.

• Proven track record of sales success, including demonstrable quota achievement, strong prospecting skills, territory management methodology, and finalist presentation experience.

• The ideal candidate should reside within the NC/SC territory.

• Must either be located in the territory or be willing to relocate, along with being open to travel for this position.

• The Standard mandates a criminal background check and verification of employment, education, and licensing as a condition of employment.

• All employees at The Standard must be bondable.

🏝️ Benefits

• A comprehensive benefits package that includes medical, dental, vision, and a 401(k) plan with matching contributions from the company.

• An annual incentive bonus plan.

• Generous paid time off policy, including 11 holidays, 2 wellness days, and 8 volunteer hours annually—PTO increases with tenure.

• A supportive management approach that is responsive, along with opportunities for career growth and advancement.

• Paid parental leave and assistance for adoption/surrogacy.

• An employee giving program that doubles your donations to eligible nonprofits and schools.

• Performance guarantees may be applicable to roles with highly incentivized compensation plans for a specified duration to support the transition of new hires into the sales incentive plan.

• Support for work-life balance through employee-focused benefits.