Regional Vice President – Retirement Plan Sales

Responsibilities

• Provide consultative sales services to our partners – focused on educating customers on our 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, utilizing the full range of resources The Standard provides.
• Continually improve product knowledge, sales skills and competitive intelligence knowledge to effectively compete in your assigned market.
• Proactively seek out opportunities to mentor others and improve practices to enhance the success of the local, regional and national sales team(s).

Requirements

• 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: Demonstrable quota attainment, solid and aggressive prospecting skills, territory management methodology and finalist presentation experience.