Regional Vice President-Retirement Plan Sales-Emerging Markets (San Diego, CA)

The Standard • Los Angeles, CA

5d • Remote

About The Position

The 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.

Requirements

• 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.
• Ability 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.

Nice To Haves

• Experience in retirement plans or retirement-focused distribution preferred.

Responsibilities

• 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.
• 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.
• 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.
• Represent the organization at conferences, study groups, and advisor events to build brand visibility and credibility.
• Support business retention initiatives as needed.

Benefits

• medical
• dental
• vision
• 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
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees