VP, Regional Account Executive – 401K Sales

skillventory - A Leading Talent Research Firm

VP, Regional Account Executive responsible for 401k sales growth across North Orange County and Las Vegas. Cultivating relationships with financial advisors and delivering retirement solutions.

Posted 4/16/2026full-timeWestlake • California, Nevada, Texas • 🇺🇸 United StatesLead💰 $65,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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