Regional VP, Retirement Sales — Remote Growth Leader

WealthPlus, Inc.; United States; Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k program

Equity opportunities

Annual discretionary bonus

Sales commission opportunities

Paid time off

Job summary

WealthPlus, a fintech platform delivering workplace financial wellness, is seeking a Regional Vice President, Retirement Plan Sales. This remote leadership role spans multiple territories and focuses on expanding retirement plan sales with financial advisors, TPAs, and DCIO partners.

You will lead consultative selling, manage a robust pipeline, and collaborate across product, operations, and leadership to win new business and strengthen partner retention.

Qualifications

• Bachelor’s degree in a related field.
• 5+ years in retirement plan wholesaling or territory sales.
• Proven ability to grow a territory via advisor networks.
• Strong consultative sales and relationship management skills.
• Experience with retirement plan recordkeeping, ERISA, and fiduciary models.

Responsibilities

• Grow the territory by developing retirement plan opportunities.
• Lead consultative sales from prospecting to close.
• Expand partner relationships and drive retention.
• Represent WealthPlus with ERISA, plan design, and fiduciary knowledge.
• Maintain disciplined territory strategy and pipeline management.
• Collaborate with cross-functional teams to ensure seamless partner experience.

Skills

Retirement expertise

Consultative sales

Relationship management

CRM proficiency

Territory management

Presentation skills

Education

Bachelor’s degree

5+ years experience

Territory development

Tools

CRM software

Sales tools

Job description

WealthPlus, a fintech platform delivering workplace financial wellness, is seeking a Regional Vice President, Retirement Plan Sales. This remote leadership role spans multiple territories and focuses on expanding retirement plan sales with financial advisors, TPAs, and DCIO partners.

You will lead consultative selling, manage a robust pipeline, and collaborate across product, operations, and leadership to win new business and strengthen partner retention.