Job Description
Job DescriptionRegional VP ︳Financial Advisor Channel | MTN West, West Coast
The Regional VP at 401GO plays a key role in fueling retirement plan sales growth by partnering with Financial Advisors, RIAs, Broker Dealers,Wire House Reps and more. In this high-impact role, you’ll showcase our product solutions and those of our alliance partners, equip Financial Professionals with the tools and insights they need to win new business, and actively support prospecting efforts by joining sales calls and driving opportunities to close.
What You’ll Be Doing:
- Relationship management expertise in growing and deepening existing advisor relationships
- Finding new advisor opportunities
- Educating Advisors around the growth opportunities in the retirement plan space (booth from plan design, pricing, and how best to go after the retirement space)
- Doing demos of our app
- Overview of 401GO as whole
- Sharing our value proposition vs. the competition
- Working closely with our Marketing team in order to add value to our new and existing advisor relationships
- Sponsorship and speaking engagements on occasion
What You Bring:
- 7+ years of experience in working with financial advisors and fee based advisors (RIA)
- Communication: Strong communication, negotiation, and interpersonal skills, be self-driven, and focused on growth while building lasting relationships with a consultative approach.
- System savvy: We want someone that can navigate new systems and learn quickly
- Relationship Management: Exceptional communication and interpersonal skills to engage with clients at the C-suite level and other key decision-makers.
- Problem-Solving: Ability to identify operational inefficiencies, manage conflict, and resolve issues that arise within the region.
- Results-Oriented: To be considered for this position you must include examples of meeting and exceeding sales targets. Please be as descriptive as possible.
Preferred Qualifications:
- Strong communication, negotiation, and presentation skills
- Financial and/or Retirement designations
- Lives in specific territory
Job Type: Full-timePay: Salary + Monthly Commissions Location: United States (Remote) (Ideally in UT)Travel: Requires domestic travel up to 25% of the time
Why 401GO?At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
- A standout 401(k) plan (naturally!).
- Generous stock options—share in our growth and success.
- Flexible work environment—choose where you’re most productive.
- Excellent benefits, including medical, dental, and vision.
- Flexible hours—because great work doesn’t always happen 9–5.
- Plenty of PTO—we value work-life balance.
- A fully stocked kitchen when you’re in the office.
At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.
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