Job FamilyRegional / Field Sales
Job Description SummaryManage a team of external sales professionals (RVPs) that wholesale Qualified Retirement plans within an assigned territory. Leads the sales and distribution of qualified retirement plans for mid-market organizations (startup to $100M), partnering across all financial intermediary channels including banks, wirehouses, regional broker-dealers, and employee benefit firms.
Job Description Responsibilities- Manage a team of external sales professionals in a defined geographic region.
- Ensure productivity and sales goals are met; manage to a specific budget.
- Recruit, hire and develop sales professionals for an assigned region.
- Maintain insight into competition and industry at large; provide expert opinion to other groups within the organization.
- Travel regularly with RVPs and provide coaching to better implement sales strategies to maximize regional sales.
- Provide sales assistance to the team as needed.
- Adhere to, and ensure adherence to, industry, regulatory authority, and other codes of conduct.
Qualifications- Bachelor's degree in a business field or equivalent experience
- Five years of financial services industry sales experience
- Three years of experience as a regional wholesaler
- FINRA Series 6 & 63
- FINRA Series 24/26, or obtain within six months of hire
- Life & health license
- Self-motivated leader with strong technical skills, ERISA experience, and extensive market knowledge
- Excellent oral and written communication skills
- Outstanding public speaking and presentation skills; well organized in thoughts and actions
- Ability to work in a fast-paced high volume work environment
- Ability to motivate others, establish trust and credibility, and inspire dedication
Working Conditions- Remote (Field/Travel) Environment
- Extensive Travel >50%
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The base salary for this position generally starts at $200k+. This range is an estimate based on potential qualifications and operational needs. Base salary may vary above and below the stated amounts, as permitted by applicable law.
This position is also eligible for significant incentive compensation, including sales and/or performance-based incentives. Actual incentive earnings will vary based on both individual and business performance and are
not guaranteed. Total compensation for high-performing individuals in this role has historically exceeded $700,000 annually, though actual total compensation will vary.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
