Regional Vice President - Retirement Plan Sales
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Regional Vice President - Retirement Plan Sales based in United States.
This is a high-impact sales leadership opportunity for an experienced retirement services professional to drive new business growth and expand a strategic client portfolio across a defined U.S. territory. In this role, you will be responsible for originating and developing retirement plan relationships, building long-term client partnerships, and delivering tailored solutions that help organizations meet their financial and benefits objectives. You will operate as a trusted advisor in a consultative sales environment, leveraging deep industry expertise to differentiate offerings in a competitive market. The role offers autonomy, strong earning potential, and the opportunity to represent solutions at both regional and national levels. It is best suited for a self-directed, relationship-driven sales professional who thrives in a performance-based environment.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Regional Vice President - Retirement Plan Sales based in United States.
This is a high-impact sales leadership opportunity for an experienced retirement services professional to drive new business growth and expand a strategic client portfolio across a defined U.S. territory. In this role, you will be responsible for originating and developing retirement plan relationships, building long-term client partnerships, and delivering tailored solutions that help organizations meet their financial and benefits objectives. You will operate as a trusted advisor in a consultative sales environment, leveraging deep industry expertise to differentiate offerings in a competitive market. The role offers autonomy, strong earning potential, and the opportunity to represent solutions at both regional and national levels. It is best suited for a self-directed, relationship-driven sales professional who thrives in a performance-based environment.
Accountabilities:
- Drive new business development efforts by actively identifying, prospecting, and securing retirement plan clients within an assigned U.S. territory.
- Build and maintain a strong pipeline of qualified opportunities through networking, referrals, and ongoing client engagement activities.
- Manage and grow existing client relationships by delivering ongoing value, ensuring satisfaction, and identifying expansion opportunities.
- Serve as the primary point of contact for clients and prospects, presenting tailored retirement plan solutions and formal proposals.
- Develop and execute territory strategies aligned with revenue goals and new business contribution targets.
- Represent the organization at industry events, conferences, and community networking opportunities to enhance brand visibility.
- Maintain regular communication with clients to ensure service excellence and long-term relationship retention.
- Collaborate with internal teams to ensure seamless client onboarding and effective service delivery.
- Consistently track pipeline activity, sales performance, and client interactions to support accurate forecasting and reporting.
- Bachelor’s degree in Business, Finance, or a related field, or equivalent professional experience.
- 2+ years of experience in sales, preferably within retirement plans, financial services, or related B2B solution-based environments.
- Strong knowledge of retirement plan products, services, and the competitive landscape.
- Proven ability to develop new business, manage client relationships, and consistently meet or exceed sales targets.
- Excellent communication, presentation, and interpersonal skills with the ability to influence decision-makers.
- Strong organizational skills with the ability to manage multiple priorities independently.
- Demonstrated ability to build trust and maintain professional relationships with internal teams and external clients.
- Proficiency in Microsoft Word and Excel or similar productivity tools.
- Self-motivated, goal-oriented, and comfortable working in a performance-driven environment.
- Willingness to travel and engage in networking or industry events as needed.
- Competitive compensation structure including base salary of approximately $100,000 plus incentive-based earnings.
- Fully remote, national role within the United States.
- Comprehensive health benefits including medical, dental, vision, life, and long-term disability coverage.
- 401(k) retirement savings plan and Employee Stock Ownership Plan (ESOP).
- Generous paid time off programs including flexible time off, company holidays, parental leave, and bereavement leave.
- Professional learning and development resources to support career growth.
- Access to financial wellness tools and employee product/service discounts.
- Paid volunteer time and opportunities to support community initiatives.
- Inclusive and collaborative work environment with strong emphasis on integrity and performance.
Requirements:
Benefits: