Regional Vice President – Retirement Plan Sales

The Standard

. Provide consultative sales services to partners, focused on educating customers on retirement products and services .

Posted 10/30/2026full-timeRemote • United StatesLead💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative sales of retirement products, with a strong focus on customer education, territory management, and quota attainment. Proven ability to mentor and enhance team success while maintaining a solid understanding of competitive market dynamics.

Highest-signal resume keywords

Securities Licenses 6, 63, And 65Retirement Plan Products SalesTerritory ManagementQuota AttainmentProspecting Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Consultative SalesCustomer EducationSales Target AchievementCompetitive IntelligenceProspectingTerritory DevelopmentSales Skills ImprovementFinalist Presentation ExperienceCustomer RetentionWholesaling

Soft Skills

CollaborationMentoringCommunicationCustomer Satisfaction FocusProblem Solving

Certifications & Qualifications

Bachelor's Degree (Preferred)Securities Licenses 6, 63, And 65

Industry Keywords

Retirement Plans401k403B457Mutual FundsSales QuotaField SalesOutside SalesInsurance VerificationBondable

About the role

Key responsibilities & impact

Provide consultative sales services to partners, focused on educating customers on retirement products and services
Work collaboratively with the internal retirement plans sales team to ensure customer retention and satisfaction
Develop and manage a large territory, uncovering new sources of business
Ensure quota attainment to attain sales targets and drive customer satisfaction using the full range of resources The Standard provides
Continually improve product knowledge, sales skills and competitive intelligence knowledge to effectively compete in the assigned market
Proactively seek opportunities to mentor others and improve practices to 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 experience in a field / outside sales role selling retirement plan products (401k, 403B, 457, mutual funds)
Must have experience traveling and working a territory
Strong experience with retirement plans and wholesaling
Excellent driving record required
Must be insurable under corporate insurance carrier
Proven results attainment in sales, including demonstrable quota attainment, solid and aggressive prospecting skills, territory management methodology and finalist presentation experience
Ideal candidate will live within the NC/SC territory
Must be located in the territory or willing to relocate and willing to travel for this position
The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment
All employees of The Standard must be bondable

Benefits

Comp & perks

A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools
Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire’s transition into the sales incentive plan
Work-life balance support through employee-focused benefits