Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to best serve their clients’ goals
Apply discipline to gather & maintain high quality, accurate CRM (Salesforce) prospect/ client pipeline data
Coordinate with NRI external sales team to prepare for client meetings & promptly follow through on post meeting activities
Support NRI external sales team to develop, refine, and execute sales territory plans
Stay sharp on industry trends, competitor positioning, market flows & relevant developments to identify new opportunities
Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices

2+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
FINRA Series 7 and Series 63*
5+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
State & non-resident Life & Health insurance license*
Strong understanding & able to confidently discuss markets, products & performance, portfolio construction
Strong presentation skills – Excellent verbal & written communication
Accountable, resilient, goal oriented with strong track record to independently execute, balanced with team-first mindset

Inside Sales

Key skills