Wealth and retirement regional vice president

Overview

Reporting to the National Head of Sales, Wealth and Retirement Advice, the Regional Vice President (RVP) is accountable for the overall performance, growth, and strategic direction of the PlanRight Wealth and Retirement Western Regional team. This role will lead a distributed team of regional advisors, driving regional sales outcomes, advisor productivity and client engagement excellence.

Position Responsibilities

• Provide senior leadership oversight for PlanRight regional sales distribution and the regional advisor team, with full accountability for regional sales results and advisor productivity.
• Lead, develop, and coach an experienced team of both Senior advisors and Associate Advisors to ensure consistent execution of sales strategy and achievement of targets.
• Establish performance management frameworks, including sales targets, activity metrics, and pipeline discipline, leveraging CRM tools such as Salesforce.