Regional Vice President - Retirement Plan Sales

Alerus Financial; Phoenix (AZ); Remote; USD 90,000 - 110,000; Full time

Job summary

Alerus Financial is seeking a remote-based sales professional to drive new business and manage a defined portfolio across NM, TX, LA, MS, and AL. You will be the primary contact for prospects, present formal proposals, and nurture ongoing opportunities to build loyalty and growth.

The role emphasizes retirement plan knowledge, strong communication, and the ability to work independently. Territory-specific goals and a competitive compensation package are highlighted.

Qualifications

• Bachelor's Degree in a business related field, or equivalent experience.
• Minimum of two years' experience in a sales role.
• Good written/oral communication, organization, and client service skills required.
• Ability to maintain professional working relationships with internal and external clients.
• Ability to work independently and set priorities.
• Ability to interpret documents and resolve technical problems.
• Basic knowledge of Microsoft Word and Excel.
• Available to work overtime to cover peak workloads and other business needs.

Responsibilities

• Actively solicit new business opportunities with existing customers.
• Create and maintain networking relationships to create a pipeline of business.
• Maintain and meet new business contribution goals as outlined in the performance plan.
• Understand the benefits of Alerus Retirement and Benefits' products and effectively differentiate Alerus Retirement and Benefits from the competition.
• Retain and expand existing customer relationships using the relationship and product models in place.
• Maintain periodic communication with clients to ensure service standards are being met.
• Represent Alerus Retirement and Benefits in community organizations and industry events.

Skills

Communication

Organization

Client service

Education

Bachelor's degree in business-related field

Tools

Microsoft Word

Excel

Job description

This is a remote position. Candidates preferred to be residing in the Alerus physical footprint of these markets: Minnetonka, MN; Rochester, MN; Grand Forks, ND; Fargo, ND; or Phoenix, AZ.

WHO ARE WE

Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES

Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE

Remote position - only considering candidates who reside in the outlined territory. Candidate must possess extensive Retirement Plan knowledge.

This position is responsible for generating new business opportunities and managing a customer portfolio defined in the performance plan in the assigned territory of NM, TX, LA, MS, and AL. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. The focus of the position is to build customer relationships and gain loyalty by listening, understanding, and responding to customers' needs.

WHAT YOU'LL BE DOING

• Actively solicit new business opportunities with existing customers.
• Create and maintain networking relationships to create a pipeline of business.
• Maintain and meet new business contribution goals as outlined in the performance plan.
• Understand the benefits of Alerus Retirement and Benefits' products and effectively differentiate Alerus Retirement and Benefits from the competition.
• Retain and expand existing customer relationships using the relationship and product models in place.
• Maintain periodic communication with clients to ensure service standards are being met.
• Represent Alerus Retirement and Benefits in community organizations and industry events.

WHAT YOU SHOULD HAVE

• Bachelor's Degree in a business related field, or equivalent experience.
• Minimum of two years' experience in a sales role.
• Good written/oral communication, organization, and client service skills required.
• Ability to maintain professional working relationships with internal and external clients.
• Ability to work independently and set priorities.
• Ability to interpret documents and resolve technical problems.
• Basic knowledge of Microsoft Word and Excel.
• Available to work overtime to cover peak workloads and other business needs.

WHAT WE BRING TO THE TABLE

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT

Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

BASE PAY RANGE

$100,000 per year plus incentive compensation.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities