Key skills
Sales
About this role
Role Overview
- 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
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off