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Regional Vice President – Retirement Plan Sales
The StandardRegional Vice President for The Standard providing consultative sales for retirement plan products. Develop territory and ensure customer satisfaction while achieving sales targets in Pennsylvania.
About the role
Key responsibilities & impact- Provide consultative sales services to our partners – focused on educating customers on our retirement products and services
- Work collaboratively with the internal retirement plans sales team to ensure customer retention and satisfaction
- Develop and manage a large territory, uncovering new sources of business
- Ensure quota attainment to attain sales targets and drive customer satisfaction, utilizing the full range of resources The Standard provides
- Continually improve product knowledge, sales skills and competitive intelligence knowledge to effectively compete in your assigned market
- Proactively seek out opportunities to mentor others and improve practices to enhance the success of the local, regional and national sales team(s)
Requirements
What you’ll need- Bachelor’s degree, preferred but not required
- Securities licenses 6, 63, and 65 required
- 5+ years experience in a field / outside sales role selling retirement plan products (401k, 403B, 457, mutual funds)
- Must have experience traveling and working a territory
- Strong experience with retirement plans and wholesaling
- Excellent driving record required
- Must be insurable under corporate insurance carrier
- Proven results attainment in sales: Demonstrable quota attainment, solid and aggressive prospecting skills, territory management methodology and finalist presentation experience
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salesterritory managementprospectingquota attainmentpresentation skillscompetitive intelligenceproduct knowledgecustomer retentioncustomer satisfactionconsultative sales
Soft Skills
collaborationmentoringcommunicationproblem-solvinginterpersonal skillsorganizational skillsadaptabilityleadershipcustomer serviceteamwork
Certifications
Bachelor's degreeSecurities license 6Securities license 63Securities license 65