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Regional Sales Director

Independent Retirement

(Remote)

Regional Sales Director
*Territory open for negotiation

The Role

This role is responsible for driving new business growth by building and managing referral relationships with financial advisors, employers, and strategic partners within their assigned territory. This role owns the regional sales strategy from prospecting through close, representing Independent Retirement’s (Inde) value.

Who You Are

You are a competitive self-starter. You’re a resourceful, solution-seeker who works well independently. You are creative when needed, accountable, credible, and genuinely trustworthy.

Why Do This

As a regional sales director, you’ll be working on one of the hardest challenges any small business faces – sustained, high-paced growth. You’ll be personally responsible for growing the geographic markets' Inde services and expanding the firm’s reputational reach and credibility.

You’ll operate with clear metrics of success and a pay-for-performance compensation structure that will reward you for your results.

If you want a role where you’re free to do the work the way you want to do it and earn great financial rewards, you’ll thrive here.

Your Responsibilities

• Strengthen Inde’s brand and sales in the territory by proactively building and managing relationships with financial advisors, employers and strategic partners.
• Conduct in-person meetings and engagements to deepen relationships and foster trust.
• Develop and execute a sales strategy for your region.
• Communicate with financial advisors, employers, and strategic partners to understand needs and develop solutions.
• Serve as the plan design, technical, and operational expert in sales conversations.
• Partner with Internal Sales Specialist for pipeline management, presentations, proposals, and onboarding paperwork
• Participate in various marketing initiatives, including presentations at local, regional and virtual events
• Meet or exceed an initial annual sales target of $250,000-$300,000 in new booked revenue (first year sales) and ramp to annual sales of at least $400,000
• Track and manage sales pipeline and related sales activity 

Your Skills

• Consultative, solutions-based selling process
• Territory planning
• Pipeline management
• Expert knowledge of ERISA
• Understanding of TPA, recordkeeper, financial advisor and investment provider dynamics
• Ability to articulate plan design strategies (Safe Harbor, profit sharing, automatic enrollment, etc.)
• High self-direction
• High agency
• Resilient
• Strong follow-through
• Competitive

Your Education and Experience

• At least 3 years in retirement plan sales
• Serious preference will be given to candidates who have a track record of success.
• Bachelor’s degree, and QPFC, QKA or equivalent designation (or willingness to attain within 12 months)

Who We Are

Independent Retirement (Inde) is on a mission to help small business owners save time, save taxes, and retire prosperously. We do this by providing tailored retirement plan solutions for small businesses.

We are a small but growing team – mostly remote – that believes in pursuing excellence, following through and keeping our word, doing it now, doing the right thing, and communicating, communicating, communicating.

High standards and great results matter. Treating our team members with compassion matters. And having fun on the journey matters.

Finer Details

Supervisor

Director of Sales and Marketing

Compensation & Benefits

• Annual base salary of $80,000 plus commission.
  • Year-1 total on-target earnings (OTE) is $130,000-$170,000.
  • Year-3 total OTE is $220,000-$270,000
• Generous benefits package including health insurance, 401(k) benefits, PTO, and expense budget.

FLSA Classification

Full-time, exempt.

Physical Requirements

This role requires the ability to travel routinely by car and/or air to meet with clients and attend business events, including sitting and driving for extended periods, walking and standing during presentations or job-site visits, and occasionally lifting, carrying, or transporting sales materials and product samples up to approximately 25–30 pounds; the role also demands manual dexterity sufficient to use a laptop or tablet, set up promotional displays, and communicate effectively with customers, all of which may be performed with or without reasonable accommodation in accordance with applicable law.

Work Environment

This role is performed primarily in the field at varied client locations such as professional offices, warehouses, fabrication shops, and active construction sites, involving regular vehicle travel, work schedules that flex around customer availability including occasional early-morning or evening meetings, exposure to outdoor weather conditions and variable noise levels, and extensive daily use of technology for CRM systems, email, and virtual conferencing, while adhering to company safety and driving policies.

EEO Statement

Independent Retirement is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital status, veteran status, or disability status.

Disclaimer

This job description is not intended to be a comprehensive list of duties. Responsibilities may evolve based on business needs, internal growth, or operational priorities.

How to Apply

To apply, please email your resume and bio to jobs@independentretirement.com. 

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