About this role

Proactively conduct outbound calls to advisors in assigned region
Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, rules/regulations, and solutions to drive retirement plan sales
Maintain strong working relationships with product partners, marketing, sales strategy and retirement sales team
Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
Utilize Microsoft Teams for advisor sales interactions
Provide support and participate in advisor/client presentations and field-facing events as required
In partnership with Retirement Plans RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
Complete required coursework to maintain compliance with state and federal regulations and licenses

Bachelor’s Degree or equivalent in a related field
5+ years’ experience in financial services industry, financial sales, or financial wholesaling
Active Series 7 and MN IAR
Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
Must have a clean compliance record
Overnight travel required up to 15%

Retirement Plans Sales Consultant – Internal Wholesaler

Key skills