[Remote] Regional Vice President, Retirement Plan Sales
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a comprehensive workplace solution that’s reimagining the modern benefit stack. The Regional Vice President, Retirement Plan Sales will drive retirement plan sales reputed company by developing relationships with financial advisors and other key intermediaries, while representing the reputed company platform in the market.
Responsibilities
- Grow the territory by developing new retirement plan opportunities and deepening relationships with financial advisors, TPAs, DCIO partners, and other key distribution channels
- reputed company a consultative sales process by assessing reputed company needs, recommending the right reputed company solution, and supporting opportunities from prospecting through finalist presentations and reputed company
- Expand and protect partner relationships by becoming a trusted resource to advisors and intermediaries while supporting retention and reputed company across existing business
- Represent reputed company in the market with strong expertise in ERISA, plan design, fiduciary solutions, investment structures, and competitive positioning
- Operate with discipline by managing a reputed company territory reputed company, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date
- Collaborate cross-functionally with internal sales, product, operations, implementations, and leadership teams to strengthen execution and deliver a seamless partner experience
Skills
- Bachelor's degree in Business, Finance, Marketing, Communications, or a reputed company field
- 7-10 years of experience in a wholesaling or territory sales role reputed company on retirement plans
- Demonstrated experience building and managing a territory through advisor, intermediary, or partner distribution channels
- Deep retirement industry expertise, including defined contribution recordkeeping, ERISA, fiduciary models, and plan design
- Strong consultative sales and relationship management skills, with the ability to engage advisors, TPAs, plan sponsors, and other key partners
- Ability to position reputed company solutions reputed company, including investment structures, reputed company classes, pricing, and total plan cost considerations
- Excellent communication and territory management discipline, with strong presentation, organization, and follow-through skills in a fast-paced environment
- Proficiency with CRM and sales tools, along with the ability to operate independently while collaborating effectively across internal teams
- Overnight travel is required based on territory coverage and partner engagement needs
- Ability to conduct a high volume of external meetings and maintain consistent field activity
- Ability to work effectively in a remote, self-directed environment while remaining highly reputed company across internal teams
- Experience selling retirement plan recordkeeping and administrative services
- Experience working with advisor-sold retirement plan models and intermediary-driven distribution
- Familiarity with plan design, fiduciary governance, retirement investment lineups, and sponsor-level solution positioning
- Existing network of financial professionals, TPAs, and DCIO relationships in the assigned region
- Experience supporting both new business development and retention of existing retirement plan relationships
Benefits
- Sales incentive compensation and commission opportunity.
- Annual discretionary bonus and equity opportunities.
- Comprehensive benefits package including medical, dental, reputed company, and reputed company time off.
- Opportunity to build and reputed company a core function reputed company a fast-growing fintech platform.
reputed company