Regional Vice President – Retirement Plan Sales, Emerging Markets

🕒 vor 1 Monat

🏄 California – Remote

🏄 California – Remote

💵 $90.000 / Jahr

⏰ Vollzeit

🔴 Experte

🤑 Vertrieb

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The Standard

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 1906

💸 Finanzen

👥 HR Tech

Insurance • Finance • HR Tech

The Standard ist ein umfassender Anbieter von Versicherungs-, Altersvorsorge- und Anlageprodukten und -dienstleistungen, der sich an Einzelpersonen, Familien, Unternehmen und Organisationen richtet. Mit Sitz in Portland, Oregon, und als Teil der StanCorp Financial Group, Inc. , bietet The Standard Produkte wie Lebens- und Berufsunfähigkeitsversicherung, Annuitäten, Seh- und Zahnschutz sowie Altersvorsorgepläne an. Ihre Lösungen zielen darauf ab, finanzielles Wohlbefinden zu fördern und eine effektive Verwaltung von Leistungen zu ermöglichen, wobei Kunden jeder Größe bedient werden. Das Unternehmen ist bekannt für sein Engagement für den Menschen und innovative Partnerschaften, die zu einem nahtlosen Kundenerlebnis beitragen.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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