Regional Vice President - Retirement Plan Sales
New
United StatesFull-TimeSenior
SalaryBase salary of approximately $100,000 plus incentive-based earnings
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Job Details
- Experience
- 2+ years
- Required Skills
- Business DevelopmentMicrosoft ExcelRelationship management
Requirements
- 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.
Responsibilities
- 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.
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