Regional Vice President, Sales & Consulting
Position Summary
The Regional Vice President, Sales & Consulting (RVP) is a key sales leadership role responsible for driving business growth within an assigned territory. This position focuses on cultivating relationships with existing clients and referral sources while generating new business opportunities through strategic outreach and partnership development. As a representative of EGPS, the RVP will serve as a subject matter expert on our comprehensive suite of retirement plan solutions and consulting services. Success in this role requires a proven track record in sales, strong organizational skills, and the ability to prioritize effectively in a dynamic environment.
• Responsibilities:
• Build and manage a robust sales pipeline by developing new client and referral source relationships and following up on aging opportunities.
• Identify and analyze market trends, maintaining a strong understanding of the competitive retirement plan landscape.
• Prepare and deliver tailored proposals for financial advisors, CPAs, and prospective clients.
• Develop and maintain strong relationships with existing partners, providing ongoing support and service.
• Represent EGPS in a professional, courteous, and credible manner within the advisor and business communities.
• Execute regional sales strategies, including proactive outreach through phone calls and other channels, such as social media, to generate new business and maintain existing relationships.
• Leverage strong relationship-building skills to engage with strategic partners and key decision-makers.
• Apply both strategic and tactical thinking to assess opportunities and drive growth.
• Deliver clear, compelling presentations that effectively communicate the value of EGPS services and solutions.
• Maintain a well-organized approach to managing multiple priorities with strong attention to detail.
• Communicate effectively and professionally to build trust and foster long-term partnerships.
• Utilize EGPS CRM and Microsoft Office applications (Word, PowerPoint, Excel, etc.) to support sales activities and reporting.
• Stay informed on trends and developments in the qualified retirement plan industry.
Required Qualifications:
• Bachelor's degree in accounting, business, or related field, or a minimum of 5 years of equivalent business experience.
• Deep knowledge of the retirement plan industry, financial markets, and financial service organizations.
• Demonstrated success in managing the full sales cycle, from lead generation through close.
• Strong ability to craft and deliver client-focused, competitive, and achievable solutions.
• Excellent communication, negotiation, listening, and presentation skills.
• Strategic thinker with a proactive, innovative mindset and the ability to assess risk effectively.
• Highly organized and capable of managing multiple priorities and deadlines in a fast-paced environment.
• Strong analytical and problem-solving skills.
FLSA Status: Exempt
Pay: $75,000.00 - $100,000.00 annual base + commission
• This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.
Date Revised: 04.2025
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The Regional Vice President, Sales & Consulting (RVP) is a key sales leadership role responsible for driving business growth within an assigned territory. This position focuses on cultivating relationships with existing clients and referral sources while generating new business opportunities through strategic outreach and partnership development. As a representative of EGPS, the RVP will serve as a subject matter expert on our comprehensive suite of retirement plan solutions and consulting services. Success in this role requires a proven track record in sales, strong organizational skills, and the ability to prioritize effectively in a dynamic environment.
• Responsibilities:
• Build and manage a robust sales pipeline by developing new client and referral source relationships and following up on aging opportunities.
• Identify and analyze market trends, maintaining a strong understanding of the competitive retirement plan landscape.
• Prepare and deliver tailored proposals for financial advisors, CPAs, and prospective clients.
• Develop and maintain strong relationships with existing partners, providing ongoing support and service.
• Represent EGPS in a professional, courteous, and credible manner within the advisor and business communities.
• Execute regional sales strategies, including proactive outreach through phone calls and other channels, such as social media, to generate new business and maintain existing relationships.
• Leverage strong relationship-building skills to engage with strategic partners and key decision-makers.
• Apply both strategic and tactical thinking to assess opportunities and drive growth.
• Deliver clear, compelling presentations that effectively communicate the value of EGPS services and solutions.
• Maintain a well-organized approach to managing multiple priorities with strong attention to detail.
• Communicate effectively and professionally to build trust and foster long-term partnerships.
• Utilize EGPS CRM and Microsoft Office applications (Word, PowerPoint, Excel, etc.) to support sales activities and reporting.
• Stay informed on trends and developments in the qualified retirement plan industry.
Required Qualifications:
• Bachelor's degree in accounting, business, or related field, or a minimum of 5 years of equivalent business experience.
• Deep knowledge of the retirement plan industry, financial markets, and financial service organizations.
• Demonstrated success in managing the full sales cycle, from lead generation through close.
• Strong ability to craft and deliver client-focused, competitive, and achievable solutions.
• Excellent communication, negotiation, listening, and presentation skills.
• Strategic thinker with a proactive, innovative mindset and the ability to assess risk effectively.
• Highly organized and capable of managing multiple priorities and deadlines in a fast-paced environment.
• Strong analytical and problem-solving skills.
FLSA Status: Exempt
Pay: $75,000.00 - $100,000.00 annual base + commission
• This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.
Date Revised: 04.2025
Apply tot his job
Apply To this Job