Regional Vice President-Retirement Plan Sales-Emerging Markets (San Diego, CA)
The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?Job SummaryThis Regional Vice President partners closely with a senior, regionally aligned Regional Vice President to drive retirement plan sales and territory growth. This role fully overlaps geographically with the senior RVP, with segmented responsibilities across broker-dealers, RIAs, and advisor tiers.The Associate RVP carries an individual sales goal, manages a defined advisor portfolio, and is responsible for developing new retirement plan opportunities while supporting the broader strategic priorities of the territory. The ideal candidate is highly motivated, coachable, and eager to develop into a full Regional Vice President role over time.What You'll DoSales, Territory & Advisor ManagementOwn and achieve an annual territory sales goal by managing assigned advisor relationships and developing new retirement plan opportunities across broker-dealers and RIAs.Drive territory growth through prospecting, increased penetration with priority firms, and consistent advisor engagement via in-person and virtual meetings.Deliver consultative product education, plan design guidance, competitive insights, and sales enablement support to advisors.Partnering with Senior RVPCollaborate closely with a senior RVP on advisor assignments, daily and weekly priorities, pipeline activity, and territory strategy.Participate in key advisor meetings, finalist presentations, and center-of-influence engagements.Execute regional campaigns and distribution strategies to maximize territory production.Pipeline & Activity ManagementMaintain accurate CRM activity, sales pipeline data, and territory metrics with discipline and consistency.Coordinate with internal partners (plan design, implementation, case management, marketing) to ensure a seamless advisor experience.Track competitive intelligence, advisor trends, and emerging business opportunities.Brand Development & Market PresenceRepresent the organization at conferences, study groups, and advisor events to build brand visibility and credibility.Support business retention initiatives as needed.Skills and Background You’ll Need Bachelor’s degree in Business, Marketing, or a related field; or equivalent work experience. 2–5+ years of experience in advisor-facing distribution sales roles.Demonstrated sales acumen with strong prospecting, relationship-building, and communication skills.Highly motivated, coachabl...