Facilitate the growth of new relationships and business for Beneco.
Drive sales with plan sponsors and strategic partners in the prevailing wage market to meet assigned sales goals.
Directly coordinate sales activities for key Plan Sponsor relationships.
Actively work with Internal Sales Consultants and local partners to drive sales and marketing.
Remain current on industry, technical and product knowledge.
Complete management reports, expense reports and other special tasks as requested.
Discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost.
Discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and Employers.
Assist existing employers and Financial Advisors in the retention of current business (as needed)
Requirements
A minimum of 5 years’ experience in the retirement plan industry or 3-5 years’ experience in a business development role in the retirement plan industry.
Prevailing Wage or Construction industry experience preferred
Proven successful sales experience of employee benefits services
Overnight travel is required
Superior time management skills required
Ability to operate effectively in a fast-paced, unsupervised environment
Proficient in PC, CRM and web applications.
Benefits
Uninterrupted virtual workspace
Expectation of family care during business hours
Internet work speed requirement of 25 Mbps or better