Regional Vice President-Retirement Plan Sales (NC/SC)

Accountabilities • Develop and manage a large North Carolina and South Carolina territory, identifying new business opportunities and expanding market presence.

• Deliver against established sales quotas and targets while supporting strong customer satisfaction and retention.

• Provide consultative sales support to partners and customers, educating them on retirement plan products, services, and solutions.

• Apply strong knowledge of retirement plans and competitive intelligence to position solutions effectively within the assigned market.

• Partner with internal retirement plan sales teams and other resources to coordinate customer strategies and support successful outcomes.

• Build and maintain strong business relationships across the territory through proactive prospecting, account management, and finalist presentations.

• Continuously strengthen product knowledge, sales capabilities, competitive awareness, and territory-management practices.

• Mentor colleagues and contribute ideas and best practices that can improve the effectiveness of local, regional, and national sales teams.

• Travel regularly throughout the assigned territory and represent the organization in customer and partner engagements.

Requirements

• 5+ years of field or outside sales experience selling retirement plan products, such as 401(k), 403(b), 457 plans, or mutual funds.

• Demonstrated success achieving sales quotas, with strong prospecting, territory-management, and business-development capabilities.

• Significant experience working with retirement plans and in a wholesaling or consultative sales environment.

• Experience managing a geographic territory and traveling regularly to meet customers and business partners.

• Securities licenses Series 6, 63, and 65 are required.

• A bachelor’s degree is preferred but not required.

• Strong presentation, communication, relationship-building, negotiation, and consultative selling skills.

• Ability to develop competitive intelligence and translate product knowledge into effective customer solutions.

• Demonstrated ability to mentor others and contribute to broader sales-team development.

• Excellent driving record and eligibility to be insured under the applicable corporate insurance policy.

• Candidates must live within the North Carolina/South Carolina territory or be willing to relocate and travel as required.

Benefits

• Base salary of $100,000 plus incentive compensation .

• Medical, dental, and vision coverage.

• 401(k) plan with matching company contributions.

• Annual incentive bonus opportunities, subject to applicable plan terms.

• Generous paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually, with PTO increasing based on tenure.

• Paid parental leave and adoption/surrogacy assistance.

• Employee giving program with double matching for eligible nonprofit and school donations.

• Supportive management and opportunities for professional growth and career advancement.

• Potential performance guarantees during the transition into a new sales incentive plan, where applicable.

• Territory-based field role with compensation that can increase based on performance and sales activity.

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