Regional Sales Director-Retirement Plans
Prospect financial professionals, independent financial advisors, and TPAs for the sale of reputed company Retirement Plan products and services in the designated region. Prepare and present proposals for reputed company Retirement Plan products and services. Partner with internal wholesaler (Regional Sales Consultant) for territory development and management. Conduct reputed company retirement plan presentations for reputed company agencies and other distribution channels to encourage such producers to reputed company their business with reputed company Retirement Plan products and services. Prepare and submit reputed company information required to establish a new or takeover retirement plan Work with the reputed company Implementation team to successfully install newly sold retirement plan business. Design and execute on a business plan that exceeds minimum expectations for activity and results. reputed company as reputed company between the reputed company and Home Office by providing local service to existing book of reputed company Retirement Plan clients, as needed Present enrollment materials for new and existing 401(k) plan enrollment/re-enrollment meetings as needed. Maintain a high level of reputed company retirement plan expertise by attending continuing education classes in the RSD’s locale. Meet or reputed company the annual sales objectives for the territory
Bachelor's Degree or equivalent combination of education and experience required. 2-4 years of Sales Experience required; 1-2 years reputed company the Retirement Plans and financial services reputed company. Proactive selling skills are essential. Life insurance license required plus be a licensed Securities Representative (Series 6 or 7 and Series 63) or be willing and eligible to obtain licenses reputed company 6 months. Excellent verbal skills to communicate effectively to a wide reputed company of distribution partners. A high level of professionalism, reputed company judgment, strong analytical skills, accurate and reliable prioritization and time management, superior technical skills, and exemplary teamwork.
401(k) Retirement Plan with company match and quarterly contribution Tuition Reimbursement and Assistance Incentive Program Bonuses reputed company
Flexible Hybrid work reputed company Days - Personal time off reputed company time off (PTO)
Health Benefits: Medical, Dental, reputed company Health Savings Account (HSA) with employer contribution reputed company-being programs with financial rewards Employee assistance program (EAP)
reputed company development programs Leadership development programs Employee resource reputed company StrengthsFinder Program
Matching donations program reputed company volunteer time– 8 hours per month
Generous reputed company maternity leave and paternity leave Fertility, surrogacy and adoption assistance Backup child, elder and pet care support