Facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms
Promote both our product options and our alliance partners’ products
Advise and assist Financial Professionals during the prospecting stage
Attend sales calls as requested
Complete management reports, expense reports and other special tasks as requested
Conduct a minimum of sixty (60) meetings per month
Maintain a Top 150 list Financial Professionals to help develop territory practices/geographic rotation
Assist existing employers and Financial Professionals in the retention of current business (as needed)

7-10 years of experience in the retirement plan industry or 3-5 years experience in a wholesaling role in the retirement plan industry
Proven successful sales experience of full service defined contribution recordkeeping and administrative services
Over-night travel is required
Superior time management skills required
Ability to operate effectively in a fast-paced, unsupervised environment
Series 6 and 63 (or the ability to obtain within six months of employment)

Regional Vice President – Retirement Sales

Key skills