Regional Vice President – Retirement Plan Sales, Emerging Markets

🕒 il y a 1 mois

🏄 California – Distant

🏄 California – Remote

💵 $90 000 / an

⏰ Temps Plein

🔴 Expert

🤑 Commercial

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The Standard

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1906

💸 Finance

👥 RH Tech

Insurance • Finance • HR Tech

The Standard est un fournisseur complet de produits et services d'assurance, de retraite et d'investissement, ciblant les particuliers, les familles, les entreprises et les organisations. Basée à Portland, Oregon, et faisant partie du StanCorp Financial Group, Inc. , The Standard propose des produits tels que l'assurance-vie et invalidité, les rentes, la couverture vision et dentaire, ainsi que des plans de retraite. Leurs solutions visent à faciliter le bien-être financier et permettent une administration efficace des avantages, répondant aux clients de toutes tailles. L'entreprise est réputée pour son engagement envers les personnes et ses partenariats innovants, contribuant à une expérience client sans faille.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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