National Sales Leader, Retirement Services
Job Description
NATIONAL SALES LEADER, Retirement Services
(REMOTE)
Executive leadership opportunity for a proven retirement industry sales leader to drive national growth, expand advisor relationships, and lead a high-performing distribution organization. This executive leadership role will drive sales strategy, expand advisor and partner relationships, optimize distribution channels, and build a scalable, high-performing sales organization focused on delivering an exceptional client experience.
The ideal candidate is a strategic and results-driven leader with deep expertise in the defined contribution retirement marketplace and a proven track record of driving growth through advisor engagement, team leadership, and operational alignment.
Key Responsibilities
- Lead and execute national sales and distribution strategy across advisor and partner channels
- Drive new plan growth and expand relationships with advisors, broker-dealers, recordkeepers, and strategic partners
- Build, mentor, and lead a high-performing national sales organization
- Partner cross-functionally with operations, marketing, and technology teams to support scalable growth and client satisfaction
- Represent the organization at industry events and key client/advisor meetings
Job Requirements
NATIONAL SALES LEADER, Retirement Services
Qualifications
- 10+ years of leadership experience in retirement plan sales, distribution, or financial services
- Deep knowledge of the DC retirement marketplace, advisor channels, and fiduciary landscape
- Demonstrated success leading geographically dispersed sales teams and exceeding growth targets
- Strong executive presence, communication, and relationship management skills
- Bachelor’s degree required; MBA or advanced degree preferred
- Industry credentials such as AIF®, QKA®, or CFP® are a plus
#nationalsales, #salesleader, #salesanddistribution, #retirementservices, #retirementplans
#LI-KF1
Meet Your Recruiter
Kristine Fornek
Senior Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates. There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career. I LOVE making those connections!
HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.