Senior Retirement Plan Sales Executive

Role Overview

• Develops sales pipeline through multiple marketing activities
• Actively develops relationships with intermediaries in segments
• Manages all aspects of the sales cycle including development and execution of the proposal
• Builds effective working relationships with internal partners
• Keeps abreast of the current industry trends and practices
• Manages the negotiations process after the RFP has been submitted

Requirements

• An established and extensive professional network within the assigned geographical territory
• A demonstrated track record of success in developing a sales pipeline in the small and mid-market segment
• Series 6 and 63
• Intelligent, driven, detail-oriented, hard-working, and able to work effectively with professional, high caliber executives
• Exemplary interpersonal and presentation skills
• Outstanding oral and written communication skills
• Proven determination, ability to show persuasiveness and leadership in difficult situations
• Collaborative and collegial in approach and style
• Lead by example and thrive in a rapidly evolving environment
• High integrity and an uncompromised reputation

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits