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Regional VP of Sales

The Retirement Plan Company

in Remote / AZ / CA / CO / FL / GA / NV / OR / WA

Education / Licensing Requirements:

Master’s Degree in Business Administration preferred, Bachelor’s in Business Administration required, NASD Series 65 or 66/63 required within 60 days of employment.

Experience Requirements:

10+ years’ related business development experience, including experience selling qualified retirement plans through multiple distribution channels.

Position Overview:

Responsible for positioning TRPC’s products and services as the optimal choice for retirement plans in the assigned territory. This will encompass recordkeeping, third-party administration and defined benefit services. Cross-sell employee benefit products offered by our partner firms under the U.S. Retirement & Benefits Partners umbrella.

Direct reports: None

Essential Skills/Experience:

• Advanced problem solving and analytical skills
• Strong listening skills
• Strong written and verbal communication skills
• Proficient in Microsoft Office
• Excellent organizational skills
• Proven time management skills
• Proven client relationship skills
• Team player
• Strong process management skills
• Proven ability to prioritize and multi-task

Characteristics:

• Self-directed
• Sense of urgency
• Customer Focused
• Professional demeanor
• Creative
• Organized, detail oriented; catches errors early
• Self-motivated, entrepreneurial
• Ethical; respects confidentiality

Responsibilities:

• Achieves sales goals and objectives.
• Adds new clients through in person meetings and group presentations with distribution partners, financial intermediaries and plan sponsors.
• Drafts and executes business development and sales plans.
• Prepares and communicates activity and pipeline reports.
• Assists in the development of new distribution partners.
• Ensures effective control of sales metrics and budgets.
• Monitors, evaluates, and communicates sales trends.
• Monitors and communicates competitor information, including marketing activities, trends, products, services, and pricing.
• Manages contacts, pipelines, and customer experience.
• Provides feedback and constructive solutions on sales and marketing strategies.
• Establishes successful track record of selling retirement and employee benefit programs.
• Other duties as assigned.

Working Conditions:

• Fast-paced environment.
• Requires normal vision (corrected) both close and distant.
• Requires normal hearing levels (corrected).
• Requires working at a desk to use a phone and computer for extended periods of time. Requires sitting, bending.
• Uses office equipment and machinery effectively.
• Requires normal finger dexterity for keyboarding.
• Works effectively with frequent interruptions.
• Lifting requirements of 25 lbs. occasionally.
• Extensive travel >70%.

How to Apply

To apply, please email your resume to rnourse@trpcweb.com. Thank you.

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