California Licensed Retirement Sales VP

Job Summary

A company is looking for a Regional Vice President of Retirement Plan Sales.

Key Responsibilities

• Develop and manage a large territory, uncovering new sources of business
• Ensure quota attainment to meet sales targets and drive customer satisfaction
• Continually improve product knowledge, sales skills, and competitive intelligence

Required Qualifications

• Bachelor's degree preferred but not required
• Securities licenses 6, 63, and 65 required
• 5+ years of experience in a field/outside sales role selling retirement plan products
• Experience traveling and working a territory
• Strong experience with retirement plans and wholesaling