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Texas Licensed Regional Sales Director

6/14/2025

N/A

Job Summary

A company is looking for a Regional Sales Director for Retirement Plans.

Key Responsibilities
  • Prospect financial professionals and independent advisors for retirement plan product sales
  • Prepare and present proposals for retirement plan products and services
  • Partner with internal teams to manage territory development and client relationships
Required Qualifications
  • Bachelor's Degree or equivalent experience required
  • 2-4 years of sales experience, with 1-2 years in retirement plans or financial services
  • Life insurance license required; must obtain Series 6 or 7 and Series 63 licenses within 6 months
  • Proactive selling skills are essential
  • High level of professionalism and sound judgment

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