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.

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 to organize thoughts and actions to meet sales goals
Outstanding interpersonal, public speaking and presentation skills
Ability to manage resources and to thrive in a fast-paced, high-volume environment
Technical skills to use state-of-the-art tools

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 (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
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

Regional Vice President – Retirement Mid Markets

Key skills