Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal.
Leverage internal sales desk to grow in assigned region and follow up on sales desk leads.
Communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment.
Work remotely from home office and travel up to 80% as needed.
Requirements
7+ years of 401(k)/457(b) wholesaling experience in the Western region, primarily in the Pacific Northwest (Northern California, Washington, Oregon, Hawaii, and Alaska)
Thorough working knowledge of 401(k)/457(b), cash balance and managed account products
FINRA Series 6 or 7, and Series 63 Registrations
Life & Health Insurance Licenses in Northern California, Washington, Oregon, Hawaii and Alaska
Bachelor's degree (Preferred)
Professional Designations CLU, ChFC or CFP are viewed favorably