Perform all required sales/service functions such as receiving and responding to Requests For Proposals (RFP) submitted by brokers, agents, consulting firms, Third-Party Administrators (TPA) and financial advisors
Build and maintain relationships with partners and plan sponsors to understand the client’s overall objectives and requirements
Prepare and conduct technical/product presentations and demonstrations for potential clients
Coordinate with local Client Relationship Managers & Regional Directors to coordinate new plan implementation to assigned accounts/customers
Provide feedback to marketing and product design teams for future product enhancements through Regional Vice Presidents
Continually prospect for new relationships with brokers, agents, and consulting firms

Bachelor’s degree in Business or related field
Comprehensive retirement industry knowledge is required
Demonstrated effective sales, communication, and presentation skills
Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook, and projector skills
Ability to travel majority of the time (60-70%) via airline travel to various states as well as use personal vehicle to go to local meetings with plan sponsors and brokers
FINRA Series 6, 63 and applicable state insurance licenses
4 years’ related sales experience in the 401(k) market preferred

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short
and long-term disability, and Family and Medical Leave (FMLA)

Regional Sales Director

Key skills