Regional Sales Director, Retirement Plans

Vanguard

Charlotte, NC, US
Hybrid
Building relationships
Closing business in the field
Driving new 401(k) plan business
As a Regional Sales Director, you’ll play a key role in growing retirement plan solutions for small‑market employers while representing a trusted industry leader

Job Summary

  • As a Regional Sales Director, you’ll play a key role in growing retirement plan solutions for small‑market employers while representing a trusted industry leader.
  • The Regional Sales Director is a field‑based sales role responsible for managing a defined territory and driving new 401(k) plan business for clients with up to $50M in assets.
  • Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

Matching Summary

As a Regional Sales Director, you’ll play a key role in growing retirement plan solutions for small‑market employers while representing a trusted industry leader.

Skills & Requirements

Must-have

  • building relationships
  • closing business in the field
  • driving new 401(k) plan business
  • developing advisor relationships
  • strategic selling activities
  • strategic sales plan

Nice-to-have

  • innovative solutions
  • executive presence
  • mission-driven culture
  • collaborative culture

Key Requirements

  • Eight to ten years financial services experience
  • Three to five years institutional sales experience
  • FINRA series 7 & 63 regulatory license

Work Rights

Not specified

Tailored Resume

Cover Letter