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VP, Advisor Solutions - Mountain West Region (Retirement Services)

85 000 - 125 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
VP, Advisor Solutions - Mountain West Region (Retirement Services): Developing new business for retirement plan record-keeping and third-party administrative services by building financial advisor channels and referral partnerships across the Mountain West with an accent on B2B prospecting, advisor relationships, and retirement-plan expertise. Focus on qualifying opportunities, building a balanced sales pipeline, educating prospects on plan solutions, and converting advisor relationships into long-term client partnerships.

Location: Remote with required travel for in-person meetings; candidates must be in the Mountain West market: Idaho, Montana, Wyoming, Colorado, Utah, Nevada, Arizona, or New Mexico.

Salary: $85,000–$125,000 annual base salary, depending on experience; additional commission opportunities are available. Compensation is calibrated to geographic location.

Company

hirify.global provides retirement plans, group health insurance, reimbursement accounts, and financial planning services to nearly 5,000 clients throughout the United States.

What you will do

  • Develop new business for retirement plan record-keeping and third-party administrative services among financial advisors.
  • Build a new territory through prospecting, direct advisor relationships, new channels, ecosystem partnerships, and referral relationships.
  • Build and maintain a balanced pipeline through cold calling, email, phone, LinkedIn, webinars, and in-person meetings.
  • Become a trusted advisor within prospects’ decision-making processes and develop long-term client relationships.
  • Identify best-fit opportunities and decision-making personas, qualifying or disqualifying prospects efficiently.
  • Educate prospects on Sentinel’s products and services and communicate with colleagues at all organizational levels.

Requirements

  • 3–5+ years of experience in a B2B sales-cycle role preferred; training may be provided.
  • High familiarity with defined contribution and defined benefit retirement plans, relevant ERISA regulations, and plan design.
  • Strong analytical, verbal, written, interpersonal, presentation, communication, and collaboration skills, with attention to detail.
  • Proficiency in Excel, Word, PowerPoint, and the ability to learn and use different software packages.
  • Familiarity with relevant sales tools, CRM systems, and internal software.
  • Ability to build financial advisor channels, maximize existing partner and referral relationships, and develop direct relationships with advisors.
  • Willingness to pursue continuous growth, a plan-and-play-to-win mindset, customer focus, drive, determination, and openness to challenging the status quo.

Nice to have

  • ASPPA QPFC, QPFA, or QKA designation.

Culture & Benefits

  • Remote work with required travel for in-person meetings.
  • PTO, flexible time off after two years of service, 12 paid holidays, two community volunteer days, and five summer half days.
  • Medical, dental, vision, life, long-term disability, and short-term disability insurance.
  • Retirement plan with a 4% employer match and parental leave.
  • Inclusive workplace welcoming diverse experiences, backgrounds, and perspectives.

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