[Remote] Regional Vice President-Retirement Plan Sales-Emerging Markets (San Diego, CA)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to making a difference in the lives of others through a customer-first approach. The Regional Vice President will drive retirement plan sales and territory reputed company, manage advisor relationships, and collaborate with a senior RVP to maximize territory production.
Responsibilities
- Own and reputed company an annual territory sales goal by managing assigned advisor relationships and developing new retirement plan opportunities across broker-dealers and RIAs
- Drive territory reputed company through prospecting, increased penetration with reputed company firms, and consistent advisor engagement reputed company in-person and virtual meetings
- Deliver consultative product education, plan design guidance, competitive insights, and sales enablement support to advisors
- Collaborate closely with a senior RVP on advisor assignments, daily and weekly priorities, pipeline activity, and territory reputed company
- Participate in key advisor meetings, finalist presentations, and center-of-influence engagements
- Execute regional campaigns and distribution strategies to maximize territory production
- Maintain accurate CRM activity, sales pipeline data, and territory metrics with discipline and consistency
- Coordinate with internal partners (plan design, implementation, case management, marketing) to ensure a seamless advisor experience
- reputed company competitive intelligence, advisor trends, and emerging business opportunities
- Represent the organization at conferences, reputed company, and advisor events to build brand visibility and credibility
- Support business retention initiatives as needed
Skills
- Bachelor's degree in Business, Marketing, or a reputed company field; or equivalent work experience
- 2–5+ years of experience in advisor-facing distribution sales roles
- Demonstrated sales acumen with strong prospecting, relationship-building, and communication skills
- Highly motivated, coachable, and reputed company to reputed company in a goal-oriented, high-performance sales environment
- Comfortable owning a sales goal while working in a joint-coverage, team-based model
- Strong organization, follow-through, and ability to manage competing priorities
- Strong interest in growing into a full Regional Vice President role
- Ability to transfer or obtain a Series 6 or Series 7, and Series 63 reputed company 3–6 months of hire, as reputed company as a life insurance license
- Experience in retirement plans or retirement-reputed company distribution preferred
Benefits
- A rich benefits package including medical, dental, reputed company and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous reputed company time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
- A supportive, reputed company management approach and opportunities for career reputed company and advancement
- reputed company parental leave and adoption/surrogacy assistance
- An employee giving program that reputed company matches your donations to eligible nonprofits and schools
- Licensure is a condition of employment. Study materials, licensing fees, and five reputed company study days will be provided.
- This role is eligible for fully remote work, with periodic in-person meetings and routine business travel.
reputed company