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RVP, Retirement Plan Sales Consultant
CA, USA
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Join a well-established, independent provider of retirement plan recordkeeping, administration, and actuarial services with a strong reputation for exceptional service and industry expertise. As a Regional VP of Retirement Plan Sales, you’ll take full ownership of a prime Western U.S. territory in a high-growth environment. This is a fully remote role, with occasional travel for client meetings and industry events. With uncapped commissions, full sales support, and a lean sales structure, you’ll have everything you need to build a thriving book of business.


Compensation & Benefits

  • Base Salary: $80,000 - $100,000
  • On-Target Earnings (OTE): $170,000 - $230,000+ (uncapped commissions)
  • Commission: 30-35% on estimated first-year revenue, paid monthly upon client onboarding
  • Full Benefits Package: Health insurance, 401(k) matching, PTO, and more
  • Growth & Support: Lean sales team structure for higher earnings + SDR & internal wholesaler support


Why Join Us?

  • The company is expanding aggressively while maintaining long-term industry stability.
  • Strong leadership with in-house operations and high customer service standards.
  • Uncapped earning potential with full support for territory growth.
  • Lean sales team structure allows for greater earning potential and career advancement.


What You Need to Succeed

  • Extensive 401(k) industry knowledge and a strong network of financial advisors.
  • Proven track record of selling retirement plan services, including to DCIO wholesalers.
  • Hunter mentality—self-motivated, proactive, and driven to close deals.
  • Series 65 license (or willingness to obtain within 90 days).


What You’ll Do

  • Develop and expand relationships with financial advisors, DCIO wholesalers, and distribution partners.
  • Drive sales growth—balance top-of-funnel prospecting with closing deals.
  • Leverage support—work with SDRs for warm leads while independently generating new business.
  • Lead virtual and in-person meetings to pitch and present our solutions.
  • Attend industry events to strengthen your market presence.
  • Stay focused on sales with limited post-sale client support (onboarding handled by another team).


Who We Are

We are a leading independent provider of retirement plan recordkeeping, administration, and actuarial services, dedicated to delivering exceptional client-focused solutions. Our mission is to help businesses and organizations navigate the complexities of retirement planning with personalized, high-touch service and innovative technology. As a sales professional with us, you’ll represent a company known for its long-standing reputation, industry expertise, and commitment to excellence. We empower our team with autonomy, strong internal support, and a trusted brand, allowing you to focus on what you do best—building relationships and driving results.

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