Regional Vice President – Retirement Plan Sales

The Standard

. Provide consultative sales services to partners .

Posted 9/29/2026full-timeRemote • United StatesLead💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales of retirement products, including 401k, 403B, and mutual funds, while effectively managing a territory and achieving sales targets. Proven ability to mentor team members and enhance customer satisfaction through strong relationship-building and prospecting skills.

Highest-signal resume keywords

Securities Licenses 6, 63, And 655+ Years Experience In Outside SalesRetirement Plans And Wholesaling ExpertiseProven Sales Results AttainmentTerritory Management Methodology

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative SalesRetirement Product KnowledgeQuota AttainmentProspecting SkillsTerritory Management

Soft Skills

Customer SatisfactionCollaborationMentoring

Certifications & Qualifications

Securities Licenses 6Securities Licenses 63Securities Licenses 65

Industry Keywords

401k403B457Mutual FundsSales Targets

About the role

Key responsibilities & impact

Provide consultative sales services to partners
Educate customers on retirement products and services
Collaborate with the internal retirement plans sales team to ensure customer retention and satisfaction
Develop and manage a large territory
Uncover new sources of business
Attain quotas and sales targets
Drive customer satisfaction using available company resources
Improve product knowledge, sales skills, and competitive intelligence
Mentor others and improve practices
Enhance the success of local, regional, and national sales teams

Requirements

What you’ll need

Bachelor’s degree preferred but not required
Securities licenses 6, 63, and 65 required
5+ years of experience in a field/outside sales role selling retirement plan products, including 401k, 403B, 457, or mutual funds
Experience traveling and working a territory
Strong experience with retirement plans and wholesaling
Excellent driving record required
Must be insurable under the corporate insurance carrier
Proven sales results attainment, including demonstrable quota attainment
Solid and aggressive prospecting skills
Territory management methodology experience
Finalist presentation experience
Must be located within the NC/SC territory or willing to relocate
Willingness to travel for the position
Must pass criminal background investigation and employment, education, and licensing verification
All employees must be bondable

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) plan with matching company contributions
Annual incentive bonus plan
Generous paid time off
11 holidays
2 wellness days annually
8 volunteer hours annually
PTO increases with tenure
Career growth and advancement opportunities
Paid parental leave
Adoption/surrogacy assistance
Employee giving program that double matches donations to eligible nonprofits and schools
Performance guarantees may support a new hire’s transition into the sales incentive plan