Retirement Plan Sales Consultant
Fully Remote Opportunity - Retirement Plan Sales Consultant - Pacific Northwest Territory
This position will sell recordkeeping, third-party administration, and defined benefit services. Cross-sell employee benefit products offered by our Partner Firms as well in the Pacific Northwest territory. The role pays a base salary + commission, base salary likely in the $60k-$80k range.
Responsibilities:
Desired Skills And Experience
This position will sell recordkeeping, third-party administration, and defined benefit services. Cross-sell employee benefit products offered by our Partner Firms as well in the Pacific Northwest territory. The role pays a base salary + commission, base salary likely in the $60k-$80k range.
Responsibilities:
- Achieves sales goals and objectives.
- Adds new clients through in person meetings and group presentations with distribution partners, financial intermediaries, and plan sponsors.
- Drafts and executes business development and sales plans.
- Prepares and communicates activity and pipeline reports.
- Assists in the development of new distribution partners.
- Ensures effective control of sales metrics and budgets.
- Monitors, evaluates, and communicates sales trends.
- Monitors and communicates competitor information, including marketing activities, trends, products, services, and pricing.
- Manages contacts, pipelines, and customer experience.
- Provides feedback and constructive solutions on sales and marketing strategies.
- Establishes successful track record of selling retirement and employee benefit programs.
- Other duties as assigned.
Desired Skills And Experience
- 10+ years’ related business development experience, including experience selling qualified retirement plans through multiple distribution channels.
- Advanced problem solving and analytical skills
- Strong written and verbal communication
- Proficient in Microsoft Office
- Bachelors in Business Administration preferred
- NASD Series 65 or 66/63 required or within 60 days of employment.
- Master’s Degree in Business Administration preferred
-
Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Finance -
Industries
Financial Services and Investment Management
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