VP Sales, Defined Contribution
About The Position
The VP Sales, Defined Contribution drives sales of Apollo defined contribution private assets and Vitera guaranteed income solutions to retirement advisors in an assigned territory, with an annual sales target across both offerings. The role works closely with recordkeeper partners and their field organizations to identify opportunities, activate relationships, and drive advisor adoption. It reports to the Head of DC Wealth Distribution and is supported by an internal wholesaler. The position requires 70% or more travel within the territory. The successful candidate will bring strong relationships with defined contribution advisors in the territory and expertise in the defined contribution industry, ideally complemented by knowledge of private assets and/or guaranteed income. A structured first-year training program builds on this foundation, with ongoing support from product and investment specialists. Apollo is a global asset manager focused on private assets, and Vitera, an Apollo affiliate, provides guaranteed income solutions designed to embed lifetime income into retirement plan default investment options. The combined offering aims to improve participant outcomes and retirement security through private-market exposure and guaranteed income.
Requirements
- 10+ years in retirement plan sales, with a record of meeting or exceeding sales goals, or relevant experience, preferred.
- Established relationships with retirement plan advisors, recordkeeper field teams, and defined contribution practices.
- Strong command of advisor-led and recordkeeper channels, including how home office relationships translate into field-level opportunities.
- Knowledge of the defined contribution market and ERISA fundamentals.
- Expertise in private assets or guaranteed income, and the ability to develop knowledge of the other capability.
- Strong one-on-one and group presentation skills, sound judgment, and the ability to adapt approach as opportunities develop.
- FINRA Series 6 and 63 or Series 7 required.
- Bachelor’s degree in business, finance, or a related field, or equivalent professional experience, preferred.
Nice To Haves
- Knowledge of private assets and/or guaranteed income, complementing defined contribution industry expertise.
- Bachelor’s degree in business, finance, or a related field, or equivalent professional experience.
- Relevant experience in retirement plan sales with a record of meeting or exceeding sales goals.
Responsibilities
- Own the annual territory sales target across the full Apollo and Vitera defined contribution offering.
- Build relationships with retirement plan advisors and recordkeeper field teams, converting national partnerships and platform approvals into local adoption.
- Develop and execute a territory plan with priority advisors, a consistent activity cadence, pipeline milestones, and measurable sales outcomes.
- Lead advisor education, field events, and finalist presentations; involve product specialists for technical depth while retaining ownership of the relationship.
- Partner with Apollo’s Global Wealth field counterparts to align coverage, share market insights, and pursue opportunities collaboratively.
- Coordinate with recordkeeper partners on joint meetings, campaigns, and opportunities.
- Use CRM data, market intelligence, and AI tools where appropriate to refine targeting and maintain pipeline discipline.
Benefits
- A discretionary bonus plan or variable sales incentive may be included, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
