Regional Vice President – Retirement Plan Sales

🔥 11 minutes ago

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The Standard

1001 - 5000 employees

Founded 1906

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

The Standard is a comprehensive provider of insurance, retirement, and investment products and services, targeting individuals, families, businesses, and organizations. Based in Portland, Oregon, and part of the StanCorp Financial Group, Inc. , The Standard offers products such as life and disability insurance, annuities, vision and dental coverage, and retirement plans. Their solutions aim to facilitate financial wellness and enable effective benefits administration, catering to clients of all sizes. The company is renowned for its people-first commitment and innovative partnerships, contributing to a seamless customer experience.

📋 Description

• 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.

🏖️ Benefits

• 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

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