Key skills
SalesforceSales
About this role
Role Overview
- Own and lead the Mid-Large Market retirement franchise across the Midwest
- Develop and execute a territory strategy aligned to new sales growth
- Deliver a consultative sales experience by understanding advisor needs
- Build and maintain an Elite Advisor Segmentation strategy
- Lead sales preparation and execution for RFPs and presentations
- Partner closely with internal and external centers of influence
- Leverage Salesforce and tools to manage pipeline and track outcomes
Requirements
- Bachelor’s degree
- 10+ years of experience in retirement plans or financial services
- 10+ years of proven success in external retirement plan sales, relationship management, or ERISA consulting
- Active and maintained licenses (Life Insurance and Series 6 or equivalent)
- Ability to travel up to 80%
Benefits
- Health insurance
- Dental benefits
- Mental health benefits
- Vision benefits
- Short
- and long-term disability
- Life and AD&D insurance
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (pension/401(k) with matching contributions)
- Financial education and counseling resources
- Paid time off (up to 11 holidays, 3 personal days, 150 hours of vacation, 40 hours sick time)