Regional Vice President – Retirement Plan Sales, Emerging Markets

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

📋 Description

• Take ownership of an annual sales target for your designated territory by managing existing advisor relationships and identifying new retirement plan prospects within broker-dealers and RIAs.

• Propel territory growth through proactive prospecting, enhancing engagement with key firms, and maintaining regular advisor interactions through both in-person and virtual meetings.

• Provide consultative education on products, guidance on plan design, insights on competition, and support for sales enablement to advisors.

• Work closely with a senior Regional Vice President on advisor assignments, setting daily and weekly priorities, monitoring pipeline activities, and strategizing for the territory.

• Engage in important advisor meetings, finalist presentations, and interactions with centers of influence.

• Implement regional campaigns and distribution strategies to optimize production within the territory.

• Ensure accurate and disciplined maintenance of CRM activities, sales pipeline information, and territory metrics.

• Collaborate with internal teams (plan design, implementation, case management, marketing) to provide a seamless experience for advisors.

• Monitor competitive intelligence, advisor trends, and emerging business opportunities.

• Represent the organization at conferences, study groups, and advisor events to enhance brand visibility and credibility.

• Assist with business retention initiatives when necessary.

⛳️ Requirements

• Bachelor’s degree in Business, Marketing, or a related field, or equivalent professional experience.

• 2–5+ years of experience in advisor-facing distribution sales roles.

• Proven sales skills with a strong capability in prospecting, building relationships, and effective communication.

• Highly motivated and coachable, with the ability to excel in a goal-driven, high-performance sales setting.

• Comfortable taking ownership of sales goals while participating in a joint-coverage, team-oriented model.

• Excellent organizational skills, follow-through, and the ability to manage multiple competing priorities.

• Strong interest in advancing to a full Regional Vice President role.

• Experience in retirement plans or retirement-focused distribution is preferred.

• Capability to transfer or obtain a Series 6 or Series 7, and Series 63 licenses within 3–6 months of hire, along with a life insurance license.

🏝️ 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 program.

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

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

• Paid parental leave and assistance for adoption/surrogacy.

• An employee giving program that matches your donations to eligible nonprofits and schools at double the rate.