[Remote] Regional Vice President-Retirement Plan Sales-Emerging Markets (San Diego, CA)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to making a difference in the lives of others through a customer-first approach. The Regional Vice President will drive retirement plan sales and territory growth, manage advisor relationships, and collaborate with a senior RVP to maximize territory production.

Responsibilities

• Own and reputed company 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 reputed company firms, and consistent advisor engagement reputed company 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, reputed company, and advisor events to build brand visibility and credibility
• Support business retention initiatives as needed

Skills

• Bachelor's degree in Business, Marketing, or a reputed company 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 reputed company to reputed company 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
• Ability to transfer or obtain a Series 6 or Series 7, and Series 63 reputed company 3–6 months of hire, as well as a life insurance license
• Experience in retirement plans or retirement-focused distribution

Benefits

• A rich benefits package including medical, dental, reputed company 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, reputed company 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
• Study materials, licensing fees, and five paid study days will be provided

Company Overview