Regional Vice President, Retirement Sales

Regional Vice President, Retirement Sales

About the Company

Dynamic financial services firm specializing in retirement, college, & health savings

Industry
Financial Services

Type
Privately Held, Private Equity-backed

Founded
1980

Employees
5001-10,000

Categories

• Financial Services
• Consulting & Professional Services
• Savings & Investing
• Investment
• Healthcare
• Education
• Outsourcing
• Health Insurance
• Outsourcing Services
• Financial Advisers
• Investing
• Banking
• Credit
• Finance

Specialties

• retirement plan services
• education savings
• and able accounts

Business Classifications

• B2C

About the Role

The Company is seeking a Regional Vice President for Retirement Sales. The RVP's primary role is to drive the growth of retirement plan sales through various financial professionals and firms. This involves promoting the company's product options, advising and assisting in the sales process, and maintaining strong relationships to earn their business. The successful candidate will be responsible for coordinating sales efforts, remaining current on industry and product knowledge, and conducting a minimum of 60 meetings per month. Essential duties include having a strong understanding of ERISA and plan design, the ability to discuss industry trends, and a deep knowledge of key competitors to highlight the company's advantages. Applicants for the RVP position must have a minimum of 7-10 years' experience in the retirement plan industry or 3-5 years in a wholesaling role within the same sector. A proven track record in sales, particularly in full-service defined contribution recordkeeping and administrative services, is essential. The role requires superior time management skills, the ability to operate effectively in a fast-paced environment, and the willingness to travel. The candidate should be adept at discussing fiduciary solutions, operating expenses of investment products, and assisting in the retention of current business. Strong communication skills and the ability to build and maintain relationships with financial professionals and DCIO firms are also key requirements.

Functions

• Sales/Revenue