Job Summary
This Regional Vice President partners closely with a senior, regionally aligned Regional Vice President to drive retirement plan sales and territory growth. This role fully overlaps geographically with the senior RVP, with segmented responsibilities across broker-dealers, RIAs, and advisor tiers.
The Associate RVP carries an individual sales goal, manages a defined advisor portfolio, and is responsible for developing new retirement plan opportunities while supporting the broader strategic priorities of the territory. The ideal candidate is highly motivated, coachable, and eager to develop into a full Regional Vice President role over time.
What You'll DoSales, Territory & Advisor Management- Own and achieve an annual territory sales goal by managing assigned advisor relationships and developing new retirement plan opportunities across broker-dealers and RIAs.
- Drive territory growth through prospecting, increased penetration with priority firms, and consistent advisor engagement via in-person and virtual meetings.
- Deliver consultative product education, plan design guidance, competitive insights, and sales enablement support to advisors.
Partnering with Senior RVP- Collaborate closely with a senior RVP on advisor assignments, daily and weekly priorities, pipeline activity, and territory strategy.
- Participate in key advisor meetings, finalist presentations, and center-of-influence engagements.
- Execute regional campaigns and distribution strategies to maximize territory production.
Pipeline & Activity Management- Maintain accurate CRM activity, sales pipeline data, and territory metrics with discipline and consistency.
- Coordinate with internal partners (plan design, implementation, case management, marketing) to ensure a seamless advisor experience.
- Track competitive intelligence, advisor trends, and emerging business opportunities.
Brand Development & Market Presence- Represent the organization at conferences, study groups, and advisor events to build brand visibility and credibility.
- Support business retention initiatives as needed.
Skills and Background You'll Need- Bachelor's degree in Business, Marketing, or a related field; or equivalent work experience.
- 2-5+ years of experience in advisor-facing distribution sales roles.
- Demonstrated sales acumen with strong prospecting, relationship-building, and communication skills.
- Highly motivated, coachable, and able to thrive in a goal-oriented, high-performance sales environment.
- Comfortable owning a sales goal while working in a joint-coverage, team-based model.
- Strong organization, follow-through, and ability to manage competing priorities.
- Strong interest in growing into a full Regional Vice President role.
- Experience in retirement plans or retirement-focused distribution preferred.
Licensure RequirementsAbility to transfer or obtain a Series 6 or Series 7, and Series 63 within 3-6 months of hire, as well as a life insurance license. Licensure is a condition of employment. Study materials, licensing fees, and five paid study days will be provided.
Location & Travel- This role is eligible for fully remote work, with periodic in-person meetings and routine business travel.
- Regular travel is required, including up to 50% overnight travel within the assigned territory.
#LI-Remote
Why Join The Standard?We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
- A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure
- A supportive, responsive management approach and opportunities for career growth and advancement
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.
- Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
- Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire's transition into the sales incentive plan.
Compensation is made up of a base salary, incentives, and/or other bonuses when applicable. This is a minimum range that can be increased based on performance and sales activity.
Salary Range:
Base $90,000 + incentive & guarantee
Positions will be posted for at least 5 days from original posting date.
