Regional Vice President, Sales & Consulting - Pacific NW
About The Position
Blue Ridge Associates is seeking a Regional Vice President, Sales & Consultant for the Pacific Northwest region, covering Washington, Oregon, Idaho, and Alaska. This remote role sells Blue Ridge’s retirement plan administration and consulting services throughout the assigned territory using a range of intermediary sales channels, including advisors, RIAs, record keepers, DCIOs, payroll consultants, and other centers of influence. The Regional Vice President sells 401(k), 403(b), ESOP, 457, NQDC, defined benefit consulting, and administration solutions across distribution channels and market segments. The role also establishes the incumbent as a trusted resource for plan design consulting, retirement industry insights, and practice management solutions, while sharing best practices and industry insights with the Blue Ridge team.
Requirements
- Bachelor’s degree.
- At least 3 years of sales experience with a proven track record.
- Strong working knowledge of retirement plan services, recordkeeping, and the DCIO industry.
- Demonstrated experience developing relationships with financial advisors, record keeper wholesalers, and centers of influence.
- Strong presentation, facilitation, and time management skills.
- Willingness to travel; 25–60% travel may be required within the assigned territory.
- Must be authorized to work in the United States and live near the assigned territory.
Nice To Haves
- TPA or retirement recordkeeping wholesaling experience.
- Retirement industry credentials such as QKA, CPFA, CPFC, CLU, or ChFC, or the ability to obtain them.
- Living near a major metropolitan center in the territory.
Responsibilities
- Drive sales of Blue Ridge’s retirement plan administration and consulting services within the assigned geographic territory through all retirement plan distribution channels.
- Cultivate relationships with existing and prospective retirement advisors across distribution channels to promote Blue Ridge’s retirement solutions, including 401(k)/403(b) administration, defined benefit/cash balance administration, ESOP, NQDC, and 3(16) fiduciary and administration consulting services.
- Sell solutions through financial intermediaries across the assigned territory.
- Achieve top-tier TPA market share with focus firms in the assigned territory.
- Present Blue Ridge’s thought capital and industry insights in one-on-one meetings, Zoom meetings, seminars, and other formats.
- Collaborate with the Internal Sales Team, Plan Design Consultants, and Installation and Service Team throughout the sales process.
- Manage territory rotation, advisor and record keeper segmentation, and travel budget.
- Make sound decisions and operate with discretion and integrity.
- Share best practices and industry insights with the Blue Ridge team.
Benefits
- Medical, dental, vision, life, and disability benefits.
- 401(k) with company match.
- HSA with company contribution.
- Generous PTO for parental leave, vacation, and holidays.
- Support for certifications, association dues, and professional development.
- Collaborative and inclusive culture with happy hours, social events, employee-led committees, and volunteer opportunities.
- Competitive salary plus commission.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
