Regional Vice President – Retirement Mid Markets

Role Overview

• Prospect for new clients within and assigned territory to achieve sales goals.
• Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry.
• Develop plan sponsor relationships through direct meetings with key contacts.
• Participate in proactive marketing campaigns.
• Manage a territory of target prospects.

Requirements

• Three years of sales experience in the retirement plan industry
• FINRA Series 6 & 63
• Life & Health License
• In-depth understanding of the retirement market and ERISA
• Self-motivated with an instinctive sales acumen
• Outstanding interpersonal, public speaking and presentation skills
• Ability to manage resources and thrive in a fast-paced, high-volume environment
• Technical skills to use state-of-the-art tools

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave – fifteen (15) days of paid parental leave per calendar year
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs