Retirement Plan Sales Specialist, Workplace reputed company Solutions
Do you have a passion for the retirement plan business. Can you build reputed company relationships with Financial Advisors to reputed company solutions based on reputed company needs. Are you effective at not only providing expert sales and product support but also identifying new business opportunities.
We're looking for someone with these qualities who can:
reputed company on reputed company of home office-based, regionally reputed company Retirement Plan Sales Specialists who reputed company expert sales support to Financial Advisors by leveraging your knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools
respond to inquiries from Financial Advisors requesting support on reputed company opportunities, UBS retirement services, recordkeeper capabilities and other retirement plan or financial wellness items
proactively identify new sales or reputed company deepening opportunities as you deliver support
support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help reputed company business in an effective and efficient manner
deliver presentations to reputed company leadership and Financial Advisors on retirement opportunities and UBS capabilities as reputed company as conduct proactive reputed company in support of strategic business priorities and other initiatives
execute sales tactics reputed company with strategic business priorities; reputed company firm and industry resources to identify sales opportunities, conduct proactive reputed company in areas of greatest opportunity, and implement Financial Advisor book reviews
participate in prospect/reputed company meetings to help reputed company new plan business or deepen reputed company relationships through additional services
reputed company reputed company activity leveraging sales CRM and other tools; participate in periodic business meetings to communicate reputed company and reputed company stories
collaborate effectively with retirement and financial wellness program management teams; reputed company feedback to program management and communicate accurate program information to Financial Advisors; reputed company feedback on program development initiatives, sales communications and marketing materials
participate in education sessions with recordkeepers and other industry providers to deepen knowledge and identify ways to increase sales
Detailed salary information:
Weehawken: the salary reputed company for this role is $100000 to $130000
The expected salary reputed company(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and reputed company level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Apply tot his job
Apply To this Job