Regional Vice President – Retirement Plan Sales

The Standard

Regional Vice President providing consultative sales services on retirement products at The Standard. Collaborating with internal sales teams and managing a large territory for customer satisfaction.

Posted 6/5/2026full-timeRemote • Montana • 🇺🇸 United StatesLead💰 $100,000 per yearWebsite

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Hard Skills

sales skillsterritory managementprospecting skillsquota attainmentcompetitive intelligenceretirement plan productswholesalingpresentation experience

Soft Skills

consultative salescustomer retentioncustomer satisfactioncollaborationmentoringimprovement practices

Certifications & Qualifications

Bachelor's degreeSecurities license 6Securities license 63Securities license 65

Industry Keywords

retirement plans401k403B457mutual fundsfield salesoutside sales

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