skillventory - A Leading Talent Research Firm

VP, Regional Account Executive – 401K Sales

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Westlake • California • Nevada • United States

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Salary

💰 $65,000 - $75,000 per year

Job Level

Lead

About the role

  • Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
  • Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
  • Develop and manage a territory-level business plan, including pipeline development, segmentation, and coverage strategy.
  • Partner with internal teams and Retirement Leadership to drive coordinated go-to-market execution.
  • Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
  • Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
  • Cultivate durable, trust-based relationships through proactive follow-up and disciplined sales execution.
  • Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
  • Influence advisor and sponsor decision-making through data-driven recommendations and strategic planning.

Requirements

  • Proven success in consultative sales, financial services, or benefits-related industries
  • Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred
  • Ability to navigate complex planning conversations and adapt recommendations as client needs evolve
  • Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets
  • FINRA Series 7 and Series 63 required. Study time provided to obtain required licenses within two months of hire.
Benefits
  • comprehensive health care coverage
  • emotional well-being support
  • market-leading retirement
  • generous paid time off
  • parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment
  • tuition reimbursement
  • learning resources to develop your career
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
consultative salesterritory managementpipeline developmentdata-driven recommendationsstrategic planning401(k) recordkeepingadministrationinvestmentsemployee benefits
Soft Skills
relationship buildingcommunicationleadershipaccountabilityadaptabilityproactive follow-uppresentation skills
Certifications
FINRA Series 7FINRA Series 63