Regional Vice President, Retirement Sales Remote (anywhere in Illinois)
About the Role
Remote (anywhere in Illinois)(Illinois)
The Company is seeking a Regional Vice President, Retirement Sales to grow retirement plan sales through financial professionals and industry partners. Responsibilities include promoting retirement plan solutions, advising professionals during prospecting, supporting sales calls and final presentations, and building productive relationships to earn and retain business. The role requires coordinating sales coverage, maintaining a prioritized territory contact list, documenting regular meetings in a CRM, and staying current on industry trends, technical topics, and competing offerings. The successful candidate will also protect confidential information and provide reporting as needed. Candidates should have 7–10 years of retirement plan industry experience, or 3–5 years in retirement plan wholesaling, along with a record of successful sales of defined contribution recordkeeping and administrative services. Strong knowledge of ERISA, plan design, fiduciary solutions, investment expenses, and share classes is required. Excellent written and verbal communication, strong time management, and the ability to work independently in a fast-paced environment are essential. Series 6 and 63 licenses are required, or must be obtained within six months.
Functions:
- Sales/Revenue
About the Company
Dynamic financial services firm specializing in retirement, college, & health savings
Industry
Financial Services
Type
Privately Held, Private Equity-backed
Age
employees
5001-10,000