Regional VP, Retirement Plan Sales — Remote & Equity

WealthPlus, Inc.; New York (NY); Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Competitive base salary

Commission opportunity

401k program participation

Medical, dental, vision

Job summary

WealthPlus is seeking a Regional Vice President, Retirement Sales to drive retirement plan sales growth across a national territory. Remote (multiple territories) with overnight travel as needed.

You will engage financial advisors, TPAs, and DCIO partners to position WealthPlus solutions and win business. The role demands a senior leader with a consultative selling style, strong industry knowledge, and a proven ability to manage a large territory while collaborating with sales, product,

Qualifications

• 5+ years in wholesaling or territory sales focused on retirement plans.
• Experience building and managing a territory through advisor, intermediary, or partner distribution channels.
• Strong knowledge of ERISA, defined contribution plan design, fiduciary models.

Responsibilities

• Grow the territory by developing retirement plan opportunities and deepening relationships with financial advisors, TPAs, DCIO partners, and other key distribution channels.
• Lead a consultative sales process from prospecting through finalist presentations and close.
• Expand and protect partner relationships while supporting retention and growth across existing business.
• Represent WealthPlus in the market with expertise in ERISA, plan design, fiduciary solutions, and competitive positioning.
• Operate with discipline by managing a focused territory strategy, maintaining pipeline and CRM rigor.
• Collaborate cross-functionally with internal teams to deliver a seamless partner experience.

Skills

Retirement sales

Relationship management

Consultative selling

Territory management

CRM proficiency

Education

Bachelor's degree

Job description

WealthPlus is seeking a Regional Vice President, Retirement Sales to drive retirement plan sales growth across a national territory. Remote (multiple territories) with overnight travel as needed.

You will engage financial advisors, TPAs, and DCIO partners to position WealthPlus solutions and win business. The role demands a senior leader with a consultative selling style, strong industry knowledge, and a proven ability to manage a large territory while collaborating with sales, product,