Regional Vice President – Retirement Plan Sales, Emerging Markets

🕒 May 1

🏄 California – Remote

🏄 California – Remote

💵 $90k / year

⏰ Full Time

🔴 Lead

🤑 Sales

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The Standard

WebsiteLinkedInAll Job Openings

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

• 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.

🎯 Requirements

• 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.

🏖️ 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