VP, Advisor Solutions - Pacific Coast Region (Retirement Plans)

Location: Remote with required travel for in-person meetings; open to candidates in the Pacific Coast market, including California, Oregon, Washington, Hawaii, and Alaska.

Salary: $85,000–$125,000 base salary annually, depending on experience, plus additional commission opportunities. 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 by wholesaling retirement-plan Record-Keeping and Third Party Administrative services to financial advisors.
• Build a new territory through prospecting, new financial-advisor channels, ecosystem partnerships, and referral relationships.
• Develop direct relationships with advisors and position Sentinel as their Record-Keeper and Third Party Administrator.
• Build and manage a balanced pipeline through cold calling, email, phone, LinkedIn, webinars, and in-person meetings.
• Qualify or disqualify opportunities quickly by understanding best-fit opportunities and decision-making personas.
• Educate prospects on Sentinel’s products and services and develop long-term client relationships.

Requirements

• 3–5+ years of experience in a B2B sales-cycle role preferred; willingness to train is accepted.
• Strong familiarity with defined contribution and defined benefit retirement plans, relevant ERISA regulations, and plan design.
• Strong analytical skills, attention to detail, and excellent communication, collaboration, interpersonal, presentation, verbal, and written communication skills.
• 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 strong ecosystem partnerships and business referral relationships.
• Willingness to pursue continuous growth, communicate with colleagues at all organizational levels, and maintain a plan-and-play-to-win mindset.

Nice to have

• ASPPA QPFC, QPFA, or QKA designation.

Culture & Benefits

• Remote work with required travel for in-person meetings.
• PTO, including vacation, sick, and personal time; FTO after two years of service.
• 12 paid holidays, two community volunteer days, and five summer half days.
• Medical, dental, vision, life, LTD, and STD insurance.
• Retirement plan with a 4% employer match and parental leave.
• Inclusive workplace focused on diverse experiences, backgrounds, and perspectives.