Regional Vice President – Retirement Plan Sales, Emerging Markets

🕒 Maio 1

🏄 California – Remoto

🏄 California – Remote

💵 $90.000 / ano

⏰ Tempo Integral

🔴 Especialista

🤑 Vendas

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The Standard

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1906

💸 Finanças

👥 RH Tech

Insurance • Finance • HR Tech

A The Standard é uma fornecedora abrangente de produtos e serviços de seguros, aposentadoria e investimentos, voltados para indivíduos, famílias, empresas e organizações. Com sede em Portland, Oregon, e parte do StanCorp Financial Group, Inc. , a The Standard oferece produtos como seguros de vida e invalidez, anuidades, cobertura de visão e odontológica e planos de aposentadoria. Suas soluções visam facilitar o bem-estar financeiro e possibilitar uma administração eficaz de benefícios, atendendo clientes de todos os tamanhos. A empresa é renomada por seu compromisso com as pessoas em primeiro lugar e parcerias inovadoras, contribuindo para uma experiência do cliente perfeita.

Descrição

• Own and achieve an annual territory sales goal by managing assigned advisor relationships and developing new retirement plan opportunities across broker-dealers and RIAs. • Drive territory growth through prospecting, increased penetration with priority firms, and consistent advisor engagement via in-person and virtual meetings. • Deliver consultative product education, plan design guidance, competitive insights, and sales enablement support to advisors. • Collaborate closely with a senior RVP on advisor assignments, daily and weekly priorities, pipeline activity, and territory strategy. • Participate in key advisor meetings, finalist presentations, and center-of-influence engagements. • Execute regional campaigns and distribution strategies to maximize territory production. • Maintain accurate CRM activity, sales pipeline data, and territory metrics with discipline and consistency. • Coordinate with internal partners (plan design, implementation, case management, marketing) to ensure a seamless advisor experience. • Track competitive intelligence, advisor trends, and emerging business opportunities. • Represent the organization at conferences, study groups, and advisor events to build brand visibility and credibility. • Support business retention initiatives as needed.

🎯 Requisitos

• Bachelor’s degree in Business, Marketing, or a related field; or equivalent work experience • 2–5+ years of experience in advisor-facing distribution sales roles • Demonstrated sales acumen with strong prospecting, relationship-building, and communication skills • Highly motivated, coachable, and able to thrive in a goal-oriented, high-performance sales environment • Comfortable owning a sales goal while working in a joint-coverage, team-based model • Strong organization, follow-through, and ability to manage competing priorities • Strong interest in growing into a full Regional Vice President role • Experience in retirement plans or retirement-focused distribution preferred. • Ability to transfer or obtain a Series 6 or Series 7, and Series 63 within 3–6 months of hire, as well as a life insurance license.

🏖️ Benefícios

• 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