Who We Are:

We help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

Our client has 33 Regional Offices and several Branch Offices located across the continental United States, (in addition to our New York City Headquarters and our Boca Raton, Florida location). As Regional Vice President you will oversee the day-to-day operations and sales activity for the San Diego, CA office.

Responsibilities:

• Implement sales campaigns to meet regional marketing objectives
• Train and develop regional office staff in products, market development, sales, and contact manager system (CMS)
• Provide staff performance evaluations and development plans
• Oversee operations, personnel, compliance related issues and budget for the region

Required Qualifications:

• Five or more years of outside business-to-business sales experience with proven proficiency in selling, presentation skills, prospecting, and territory management
• Highly motivated and very organized
• Ability to effectively communicate
• Strong relationship building
• Active FINRA Series 6, 26, 63, SIE and State Life and Health Insurance License (in all states covered) or must obtain within the first 180 days of employment
• Valid driver’s license

Preferred Qualifications:

• Bachelor’s degree
• Demonstrated cold calling sales ability, with assertive, positive, and persistent style
• Knowledge of products underwritten by the company (401k and 403b retirement plans)

What we offer you:

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
• Parental Leave: 8 weeks fully paid
• Paid time off: 28 days plus two floating personal holidays
• Matching Gift Program: Our client matches donations of $25 or more to your favorite organizations