Senior VP, Retirement Plan Sales & Distribution

CPS, Inc.; United States; On-site; USD 250,000 - 500,000; Full time

Job summary

401(k) Wholesalers, a fast-growing firm, is seeking a Senior VP, Retirement Plan Sales & Distribution to lead advisor-driven distribution. This role requires deep 401(k)/ERISA expertise and a proven ability to build strong advisor relationships.

You will drive opportunities, activate networks, and win plans by selling solutions in a consultative, competitive environment. You will partner with internal teams for demos, prospecting, and RFP execution on a modern, tech-forward retirement platform.

Qualifications

• 5–10 years of external retirement sales or wholesaling experience.
• Strong 401(k) / ERISA background and credibility with Advisors.
• Proven track record of sourcing and winning RFPs.
• A network you can activate on day one.

Responsibilities

• Drive Advisor sourced retirement plan opportunities
• Activate existing Advisor relationships immediately
• Generate RFPs and win new plans
• Sell solutions — not products — in a consultative, competitive environment
• Partner with internal sales support for demos, prospecting, and RFP execution
• Represent a modern, tech forward retirement platform in Advisor and sponsor meetings

Skills

Advisor relationships

401(k) / ERISA expertise

RFP sourcing

Job description

Hey, 401(k) Wholesalers! Are you looking for an exciting new opportunity that can take your career to the next level? A fast growing firm is searching for a Senior VP, Retirement Plan Sales & Distribution who can ignite Advisor driven distribution. This role is built for someone with retirement services wholesaling experience — someone with deep 401(k) / ERISA expertise, extensive Advisor relationships, and the hunger to win in a modern environment. This company has already scaled rapidly across the country, serving 401(k) plans with cutting edge proprietary technology and a fresh approach to retirement plan delivery. This firm is moving fast and they want someone who understands their vision and can match that pace.

• Drive Advisor sourced retirement plan opportunities
• Activate existing Advisor relationships immediately
• Generate RFPs and win new plans
• Sell solutions — not products — in a consultative, competitive environment
• Partner with internal sales support for demos, prospecting, and RFP execution
• Represent a modern, tech forward retirement platform in Advisor and sponsor meetings
• Competitive base salary + uncapped commissions
• 5-10 years of external retirement sales or wholesaling experience
• Strong 401(k) / ERISA background and credibility with Advisors
• A proven track record of sourcing and winning RFPs
• A network you can activate on day one
• Experience with recordkeepers, TPAs, asset managers, or carriers
• A production driven mindset and comfort with compensation tied to results
• Designations like QKA, QPA, CPC are a major plus

This is a high impact, high visibility role with massive upside! The company is modern, fast moving, and ready to scale even further with you driving the charge. If you’re a retirement industry hustler who thrives on competition, relationships, and results, this is the kind of role that changes your trajectory.