Regional Vice President-Retirement Plan Sales (NC/SC)
Accountabilities Develop and manage a large North Carolina and South Carolina territory, identifying new business opportunities and expanding market presence.
Deliver against established sales quotas and targets while supporting strong customer satisfaction and retention.
Provide consultative sales support to partners and customers, educating them on retirement plan products, services, and solutions.
Apply strong knowledge of retirement plans and competitive intelligence to position solutions effectively within the assigned market.
Partner with internal retirement plan sales teams and other resources to coordinate customer strategies and support successful outcomes.
Build and maintain strong business relationships across the territory through proactive prospecting, account management, and finalist presentations.
Continuously strengthen product knowledge, sales capabilities, competitive awareness, and territory-management practices.
Mentor colleagues and contribute ideas and best practices that can improve the effectiveness of local, regional, and national sales teams.
Travel regularly throughout the assigned territory and represent the organization in customer and partner engagements.
Requirements
5+ years of field or outside sales experience selling retirement plan products, such as 401(k), 403(b), 457 plans, or mutual funds.
Demonstrated success achieving sales quotas, with strong prospecting, territory-management, and business-development capabilities.
Significant experience working with retirement plans and in a wholesaling or consultative sales environment.
Experience managing a geographic territory and traveling regularly to meet customers and business partners.
Securities licenses Series 6, 63, and 65 are required.
A bachelor’s degree is preferred but not required.
Strong presentation, communication, relationship-building, negotiation, and consultative selling skills.
Ability to develop competitive intelligence and translate product knowledge into effective customer solutions.
Demonstrated ability to mentor others and contribute to broader sales-team development.
Excellent driving record and eligibility to be insured under the applicable corporate insurance policy.
Candidates must live within the North Carolina/South Carolina territory or be willing to relocate and travel as required.
Benefits
Base salary of $100,000 plus incentive compensation .
Medical, dental, and vision coverage.
401(k) plan with matching company contributions.
Annual incentive bonus opportunities, subject to applicable plan terms.
Generous paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually, with PTO increasing based on tenure.
Paid parental leave and adoption/surrogacy assistance.
Employee giving program with double matching for eligible nonprofit and school donations.
Supportive management and opportunities for professional growth and career advancement.
Potential performance guarantees during the transition into a new sales incentive plan, where applicable.
Territory-based field role with compensation that can increase based on performance and sales activity.
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