Equitable · 7 hours ago

Vice President of National Institutional Sales PEPs and MEPs, Group Retirement

United States

Full-time

Remote

Mid, Senior Level

$150K/yr - $150K/yr

10+ years exp

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Responsibilities

Lead and develop a national sales strategy to grow the adoption of Pooled Employer Plans (PEPs) and Multi-Employer Plans (MEPs) among institutional clients.

Identify, pursue, and close new business opportunities within target market segments, including mid-to-large corporations, associations, unions, and other institutional clients.

Cultivate and maintain relationships with key stakeholders, including plan sponsors, consultants, TPAs, PEO’S and other intermediaries, to generate leads and drive growth.

Work closely with the marketing team to develop targeted campaigns and strategies to position the company as the preferred provider of PEPs and MEPs.

Act as the senior point of contact for institutional clients, providing tailored advice and consultation on plan design, regulatory compliance, and fiduciary responsibilities.

Develop and deliver compelling presentations to potential clients, outlining the benefits and advantages of PEPs and MEPs.

Manage client expectations and ensure that all solutions align with client objectives and regulatory requirements.

Identify new market opportunities and untapped segments for PEPs and MEPs, driving growth across diverse industries.

Leverage industry expertise and market trends to inform product development, helping shape solutions that meet the evolving needs of employers and participants.

Represent the organization at industry events, conferences, and forums, further establishing the company’s presence in the PEP and MEP space.

Partner with core sales professionals, providing guidance, mentorship, and support to drive performance and achieve sales targets.

Collaborate cross-functionally with internal teams (compliance, product development, operations, etc.) to ensure successful plan implementation and ongoing client satisfaction.

Drive alignment between sales, marketing, and client servicing teams to create a seamless experience for clients.

Monitor market trends, competitor offerings, and regulatory changes affecting PEPs and MEPs, providing insights to inform sales and business development strategies.

Develop and maintain a pipeline of opportunities, tracking progress and reporting on key performance metrics.

Engage in continuous learning to stay up-to-date on evolving regulations, plan structures, and industry best practices.

Qualification

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Institutional SalesRetirement Plan ServicesPooled Employer Plans (PEPs)Multi-Employer Plans (MEPs)FINRA Series 6FINRA Series 63State LifeVariable Insurance LicenseSales StrategyClient Relationship ManagementERISA KnowledgeDOL Regulations KnowledgeBusiness DevelopmentFinancial Services Industry KnowledgeSales Channels KnowledgeResults OrientationTerritory Management