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Regional VP of Sales

The Retirement Plan Company

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

Logo for The Retirement Plan Company

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


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


  • 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 Thank you.

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