Regional Vice President, Retirement Sales

The Company is seeking a Regional Vice President of Retirement Sales to grow retirement plan business within an assigned territory. The role focuses on developing relationships with financial advisors, third-party administrators, investment partners, and other intermediaries, while guiding opportunities from prospecting through presentations and close. The successful candidate will serve as a trusted resource to partners, support retention and growth, and represent the organization in the market. Responsibilities also include managing territory strategy, sales activity, pipeline and CRM records, and collaborating with internal teams to support effective execution and partner service. Applicants should have a bachelor’s degree in business, finance, marketing, communications, or a related field, along with at least five years of retirement plan wholesaling or territory sales experience. Strong knowledge of defined contribution recordkeeping, ERISA, fiduciary models, and plan design is required, as are consultative sales, relationship management, presentation, and territory management skills. Candidates should be able to explain complex solutions, including investment structures, pricing, and plan costs, and be proficient with CRM and sales tools. Experience with retirement plan administration, advisor-led distribution, and partner retention is preferred; an established network of industry professionals is an advantage.