MissionSquare · 1 day ago
Regional Director
California, United States
Full-time
Hybrid
Mid, Senior Level
$135K/yr - $135K/yr
5+ years expMissionSquare is a financial services corporation dedicated to the retirement needs of public sector employees. The Regional Director will manage and mentor Retirement Plan Specialists to achieve sales and client retention goals while overseeing market development in the assigned region.
Financial ServicesInsuranceRetirement
Responsibilities
Develop and implement business, operating, market, and strategic plans for geographic markets
Ensure the retention and expansion of the existing client base
Personally responsible for selected major relationships within the territory
Act as the focal point for communicating essential product/business information from the Corporate Headquarters and the Marketing Division to the assigned RPS
Ongoing Review of email communications
Instill a high level of sales motivation in the territorial team and serve as coach and on-the-job trainer as appropriate
Performs other duties as assigned
Qualification
Required
Bachelor's degree in Business or any related field
Five to seven years of experience in financial services, with a proven track record in field sales managing large multi-million-dollar retirement and investment accounts
FINRA Series 6 (or 7), 63, and FINRA Series 26 or 24
Significant knowledge of investment products, including deferred compensation, defined benefit, and defined contribution plans, as well as plan provisions, legislative regulations, and compliance requirements
Strong record of success in cultivating, managing, and expanding client relationships
Highly proficient in database management software for field operations, preferably Salesforce
Strong written and verbal communication skills, with the ability to deliver effective group presentations
Demonstrated leadership skills, including experience coaching underperforming team members
Requires residency in Northern California (preferably within the Bay Area)
Benefits
Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work-life balance
Tuition reimbursement to support continued education
Professional and career development opportunities, including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement
Company
MissionSquare
Since its founding in 1972, MissionSquare has remained dedicated to helping individuals and their families build financial security.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Andrew Whiting
Chief Sales Officer
Lisa Raff
Chief Human Resources Officer
Recent News
2026-01-07
Company data provided by crunchbase