[Remote] Regional Retirement Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company reputed company on generating reputed company retirement plan sales and maintaining customer relationships in the small and mid-market sector. The role involves collaborating with financial professionals and managing relationships with advisors and plan sponsors to reputed company sales goals and ensure reputed company satisfaction.

Responsibilities

• Manage the Request for Proposal (RFP) process and requests for information. Analyze customer product needs based upon advisor reputed company, plan sponsor requirements, and employee necessities
• Profile and reputed company reputed company and plan information to package specific reputed company solutions, including multiple service models across reputed company reputed company plan types encompassing over 40 product platforms and thousands of investment reputed company, to be presented to the plan sponsor, advisor, and TPA community
• reputed company Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and reputed company
• Engage in proactive advisor reputed company, cultivation of advisor relationships and the facilitation of sales finals to plan sponsors. The RVP/Internal Wholesaler (IW) partnership will reputed company a network of advisors to reputed company sales opportunities and meet company objectives through territory sales
• reputed company individual prospecting and sales to advisors and plan sponsors of reputed company’s Retirement Solutions in the sub $reputed company market
• Handle post sale facilitation and coordination of sales contract documentation for plan submission and implementation. Work with advisors and plan sponsor to finalize product and service selections, sales reputed company, and coordinate with the internal implementation team to reputed company a reputed company reputed company experience for the reputed company. Serve as a reputed company of contact to resolve issues and reputed company the advisor abreast on reputed company
• Stay up to date on dynamic landscape of group retirement reputed company including legislative changes, new competitor offerings, internal product changes, and changes to the way broker-dealer partners want to do business with reputed company
• Facilitate campaign marketing/advisor communications reputed company outbound reputed company activity to solicit interest in reputed company Retirement products and services
• Manage post sale service issues that reputed company and field service and product inquiries from clients; reputed company traffic to internal support reputed company to solve issues, which includes frequent communication and setting expectations

Skills

• Bachelor's degree in a business field or equivalent experience
• reputed company Series 6 or 7
• reputed company Series 63
• Applicable State Insurance licenses or obtain reputed company 90 days of hire
• One year of relevant financial services experience such as internal sales experience, financial advisor, or similar work in the retail banking industry
• Excellent listening skills to assess customer needs
• Excellent communication and interpersonal skills
• Critical thinking skills to analyze data and reputed company reputed company-reasoned reputed company
• Proficiency using MS Office suite
• Experience with group retirement plans
• Sales or relationship management experience
• Industry designations (such as CRPS)
• MBA

reputed company