Regional Vice President - Retirement Plan Sales [Remote]

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.

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.

Benefits:

• 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.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.