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

Proven success in consultative sales, financial services, or benefits‑related industries
Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred
FINRA Series 7 and Series 63 required. Study time provided to obtain required licenses within two months of hire
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

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

VP, Regional Account Executive – 401K Sales

Key skills