- Manage advisor, record keeper wholesaler, and other key points of contact in a specific geographic region
- Meet and exceed individual sales goal of selling new and transfer retirement plans by proactively developing above relationships in your assigned part of the region.
- Communicate with advisors to understand needs and create solutions.
- Manage and develop assigned geographic territory
- Build proposals and plan illustrations for prospective clients.
- Assist/participate in point of sale meetings with advisors/wholesalers.
- Lead advisors and prospective clients through the post-sales setup paperwork process.
- Respond to a wide variety of inquiries, including plan design, industry trends, and legislative / regulatory requirements.
- Communicate AimPoint Pensions business model, value propositions, products, processes, and fees.
- Ideal candidate has experience selling retirement plans and interacting with financial advisors.
- Knowledge of retirement plan services, including plan design and investments.
- 3 or more years in retirement plan administration, service, or sales.
- Experience working with open-architecture retirement platforms a plus.
- Experience working with fee-based RIAs and retirement plan advisors.
- Bachelor's Degree.
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401k Plan Business Development - Florida, United States - AimPoint Pension
1 month ago
Description
About AimPoint Pension
AimPoint Pension is a retirement plan consulting firm with a single-minded goal: delivering a better client experience through a high-touch, tailored approach to customer service. Aimpoint Pension is a fast paced, employee empowered organization with the goal of becoming the best TPA in the industry. We strive to support our plan sponsor, advisor and CPA clients in every aspect of running the sponsors retirement plan. We're a team of more than 40 experts serving more than 1,300 retirement plans in 32 states with assets exceeding $1.5 billion. We're helping tens of thousands of Americans on their path to a financially secure retirement
Description
AimPoint Pension is looking for Business Development Directors to sell retirement plans through intermediaries such as Financial Advisor, Record Keeper Wholesalers and CPA's.
Specific Objectives
Duties
Experience / Credentials
COMPENSATION & BENEFITS
We offer competitive salaries with bonus incentives and a comprehensive benefits package including medical, dental, life and 401(k) with a company match, paid-holidays, and education reimbursement.
Additional Information/Application Process:
Send resume to :
Web Site:
Include salary requirements. References will be asked for of top candidates. All candidates subject to background check.
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