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4 дня назад

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

85 000 - 125 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
senior
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 - Pacific Coast Region (Retirement Plans): Developing new business by wholesaling retirement plan record-keeping and third-party administrative services to financial advisors with an accent on territory development, advisor prospecting, and referral partnerships. Focus on building trusted advisor relationships, qualifying opportunities, managing a balanced pipeline, and educating prospects on retirement plan products and services.

Location: Remote with required travel for in-person meetings; candidates must be in the Pacific Coast market: California, Oregon, Washington, Hawaii, or Alaska.

Salary: $85,000–$125,000 base salary, 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 a new Pacific Coast territory through prospecting, financial advisor channels, and partner and referral relationships.
  • Wholesale retirement plan record-keeping and third-party administrative services to financial advisors.
  • Build trusted relationships with advisors and centers of influence and convert them into qualified prospects and long-term clients.
  • Create and maintain a balanced pipeline through cold calling, email, phone, LinkedIn, webinars, and in-person meetings.
  • Qualify best-fit opportunities and decision-making personas, prioritizing high-value sales activities.
  • Present Sentinel’s products and services and communicate effectively with colleagues at all organizational levels.

Requirements

  • 3–5+ years of experience in a B2B sales-cycle role preferred; training may be available.
  • Strong familiarity with defined contribution and defined benefit retirement plans, ERISA regulations, and plan design.
  • Strong analytical, communication, interpersonal, presentation, and collaboration skills.
  • Proficiency in Excel, Word, PowerPoint, CRM systems, sales tools, and other software packages.
  • Ability to establish direct relationships with advisors and develop advisor-led business opportunities.

Nice to have

  • ASPPA QPFC, QPFA, or QKA designation.

Culture & Benefits

  • Paid vacation, sick, and personal time, with 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 supporting diverse experiences, backgrounds, and perspectives.

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