Lead the growth of a premier retirement franchise across Washington, Oregon, Nevada, and California by shaping and executing a strategic vision for mid-to-large market corporate retirement plans with $50M+ in assets. This role is central to expanding market presence through consultative engagement, deep industry expertise, and disciplined sales leadership.
Key Responsibilities
- Develop and drive a comprehensive sales strategy focused on new business acquisition, advisor segmentation, and long-term franchise development across the Pacific region.
- Build and maintain strategic relationships with top-tier retirement plan advisors, plan sponsors, trustees, and investment committees through consistent, high-value engagement—both in person and virtually.
- Deliver tailored retirement solutions by analyzing advisor business models, client needs, and competitive dynamics, ensuring alignment with ERISA standards and fiduciary responsibilities.
- Lead end-to-end RFP processes, including opportunity assessment, competitive analysis, win strategy formulation, and executive-level presentations that clearly communicate differentiated value.
- Maintain advanced knowledge of defined contribution, defined benefit, and non-qualified plan structures, investment frameworks, and pricing models.
- Collaborate with internal teams—including sales, operations, marketing, and implementation—to ensure seamless client onboarding and sustained service excellence.
- Leverage Salesforce to manage pipeline integrity, track advisor insights, and ensure follow-through across all stages of the sales cycle.
- Stay ahead of regulatory changes, industry trends, and competitor strategies to proactively identify and act on emerging opportunities.
Qualifications
Candidates must hold a bachelor’s degree and have over a decade of experience in retirement plans or financial services, with a proven track record in external sales, relationship management, or ERISA consulting. Active Life Insurance and Series 6 (or equivalent) licenses are required. Up to 80% travel is expected.
Preferred candidates will demonstrate executive-level presentation skills, success in multi-stakeholder sales environments, strong analytical capabilities, and a history of building repeat advisor relationships through trust and performance.
Work Environment
This role is based in the Pacific region with frequent travel across Washington, Oregon, Nevada, and California. The organization supports flexibility in work design and prioritizes inclusion, well-being, accountability, and high-performance culture through actionable initiatives.
Impact & Growth
In this position, you will shape the future of retirement solutions while advancing your career in a supported, action-oriented environment. You’ll have broad visibility and the autonomy to build a market-leading franchise grounded in trust, expertise, and strategic execution.
