Regional Sales Executive | Retirement Plan Services
Regional Sales Executive | Retirement Plan Services
Posted 4 days ago
SENIORITY
Senior
About the role
- Drive new business across an assigned territory
- Prospect and develop relationships with plan sponsors, advisors, and centers of influence
- Position TPA and/or recordkeeping solutions to prospective clients
- Leverage plan design knowledge to identify opportunities and deliver consultative solutions
- Build and manage a strong pipeline from initial outreach through closing
- Proven success in retirement plan sales, TPA services, or recordkeeping
- Strong retirement plan design knowledge — required
- Demonstrated success prospecting and developing new plan sponsor relationships
- Established relationships with advisors, referral partners, and centers of influence a plus
- Self-motivated, consultative sales approach with a track record of new business production
- Why Explore?
- We're connected with multiple retirement services organizations offering opportunities to grow your territory, leverage your industry relationships, and make a meaningful impact.
- Different territories. Different opportunities. One confidential conversation.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
