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Regional Vice President of Sales
MAP Retirement. Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market either virtually or in-person .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales within the retirement plan industry, with a strong focus on retirement plan administration services and solutions. Proven ability to generate leads, deliver impactful presentations, and maintain client relationships while utilizing CRM systems effectively.
Highest-signal resume keywords
Sales Experience In Retirement Plan IndustryRetirement Plan Administration KnowledgeExcellent Communication SkillsCRM System ProficiencyResults Driven Sales Performance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales PresentationsLead GenerationProposal DevelopmentSales Data AnalysisRetirement Plan Design
Soft Skills
Negotiation SkillsCollaborationIndependence
Tools & Technologies
MAP CRM System
Industry Keywords
Retirement Plan MarketFinancial AdvisorsBrokersCPAsIntermediaries
About the role
Key responsibilities & impact- Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market either virtually or in-person
- Generate leads through networking, cold calling, and digital marketing
- Develop and deliver sales presentations highlighting MAP administration services
- Prepare customized proposals outlining TPA services, pricing structures, and terms
- Cultivate long-term relationships with advisors and recordkeeping partners
- Maintain accurate sales activity and client interaction records in the MAP CRM system
- Analyze sales data to identify trends, opportunities, and improvement areas
Requirements
What you’ll need- Proven experience in sales in the retirement plan industry
- Strong knowledge of retirement plan administration services and solutions
- Retirement plan design experience preferred
- Excellent communication, presentation, and negotiation skills
- Ability to work independently and as part of a collaborative team
- Results driven with a track record of meeting and exceeding sales targets
- Bachelor’s degree in business, Marketing, or a related field preferred
- Ability to make sales calls virtually or in-person
- Experience using CRM systems, specifically the MAP CRM system
Benefits
Comp & perks- Medical, Dental & Vision — we cover 80% for employees, 50% for dependents
- 401(k) with safe harbor contributions
- Generous open PTO policy
- Life insurance, FSA & HSA
- Ongoing industry training and professional development
- A team that genuinely likes working together
- Incentives