- Strive to understand clients' goals and objectives to develop personalized, comprehensive financial solutions that will help clients reach financial success.
- Effectively work with and create strong relationships with insurance professionals from sister company.
- Work with sister company (national EB/PC firm) on referrals from employee benefit and property/casualty clients and cross selling to make retirement plan clients.
- Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
- Participate in the sales process for new 401(k) business. Identifies business opportunities for both organic growth and across the company. Work within the organization to develop, position, and implement these solutions.
- Consult with clients on investment issues including performance, diversification, style and suitability regarding Retirement Plans.
- Perform Retirement Plan Diagnostic reviews with advisors for clients to ensure retirement plans are competitive and cost-efficient.
- Provide top-quality customer service to our clients, ensuring their complete satisfaction.
- Provide expert guidance and function as the technical expert on retirement plan related issues.
- Collaborate with management and leadership teams to develop and implement company-wide strategies and initiatives.
- Represent the firm on outside seminars and business organizations presenting relevant materials on the services as well as other related topics.
- Willingness to travel frequently (up to 30%) as needed.
- Focus is in Northern California.
- Bachelor's degree in finance or related field.
- MBA or master's degree in finance preferred.
- 7 to 10 years' experience in financial services.
- Proven track record of developing and executing successful growth strategies.
- Advanced knowledge of retirement plan products, regulations, and trends.
- Proficiency in Microsoft Suite (Excel, Outlook, PowerPoint, Word), and Adobe Acrobat Pro).
- Thrives in a team-based environment.
- Ability to work in a dynamic and fast-paced environment.
- Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices.
- Actively engages as a team member and leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.
- Works well with others to proactively problem solve and resolve conflicts, especially under pressure.
- Demonstrated expertise in developing and managing high net worth client relationships.
- Strong analytical and problem-solving abilities.
- Understands the big picture while still demonstrating attention to detail.
- A professional and positive demeanor, superb work ethic, maintains a high level of personal ethics and integrity in all practices.
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
-
Sales Manager West Coast
1 week ago
Bosch Group Inc Sunnyvale, United States**Sales Manager · West Coast** · * 384 Santa Trinita Ave, Sunnyvale, CA 94085, USA · * Full-time · * Legal Entity: Robert Bosch LLC · **Company Description** · Our Bosch Engineering Group (BEG) is a fast growing company comprised of dynamic and results oriented professionals. Wi ...
-
West Coast Territory Sales Rep
3 hours ago
Boutique Recruiting Pleasanton, United StatesRemote Must be based in California, Bay Area is preferred · A leading IT services company is searching for a dynamic and results-driven West Coast Territory Sales Representative This fully remote role involves a mix of inside and outside sales with approximately 50% travel aroun ...
-
West Coast Territory Sales Rep
2 weeks ago
Boutique Recruiting Pleasanton, United StatesRemote Must be based in California, Bay Area is preferredA leading IT services company is searching for a dynamic and results-driven West Coast Territory Sales Representative This fully remote role involves a mix of inside and outside sales with approximately 50% travel around th ...
-
Senior Manager, West Coast Sales
2 weeks ago
Thomson Reuters San Francisco, United States Full timeAre you passionate about the chance to bring your extensive sales experience to a world-class company that is market-leading for both content and technology? We're looking for a Senior Manager, West Coast Sales to join our Reuters Professional Sales team based on the West Coast ...
-
Regional Nurse Manager- West Coast
5 days ago
BayMark Health Services Oakland, United StatesFull Time Regional Nurse ManagerWorking in partnership with the Sr. VP of Operations to provide comprehensive medication assisted treatment for opioid use disorder and other health care services to foster wellness, longevity and socially responsible behavior for the patients we s ...
-
Sales Manager West Coast
4 weeks ago
Bosch Group Inc Sunnyvale, United States**Sales Manager West Coast** · 384 Santa Trinita Ave, Sunnyvale, CA 94085, USA · Full-time · Legal Entity: Robert Bosch LLC · **Company Description** · Our Bosch Engineering Group (BEG) is a fast growing company comprised of dynamic and results oriented professionals. With p ...
-
Sales Director-West Coast
4 weeks ago
Jade Global San Jose, United StatesID: 7071 | 15-20 yrs | San Jose | careers · Jade Global is seeking its next Sales Director to manage West coast operations with a focus on SaaS Sales and a hunter mindset. · Job Title: Sales Director-West Coast · Job Type: Fulltime · Location: San Francisco Bay area · Position D ...
-
Regional Nurse Manager- West Coast
6 days ago
BayMark Health Services Oakland, United StatesJob Description · Full Time Regional Nurse ManagerWorking in partnership with the Sr. VP of Operations to provide comprehensive medication assisted treatment for opioid use disorder and other health care services to foster wellness, longevity and socially responsible behavior for ...
-
National Sales Manager- West Coast
4 weeks ago
B Hospitality Corp San Francisco, United StatesJob Description · Job DescriptionAbout Butler Hospitality · Butler is a technology company that helps hotels do everything better. By focusing operations inside of centrally located hotel kitchens, Butler serves hotel guests everywhere with incredible food, amazing experiences, a ...
-
Consultant - West Coast Region
4 weeks ago
CCS Fundraising San Francisco, United States· *Please submit a cover letter* · Locations: West Coast Region (California, Arizona, New Mexico, Colorado, Utah, Idaho, Wyoming, Montana, Oregon, Washington, and Nevada) · Offices: San Francisco, Irvine, Seattle · Who We Are · CCS Fundraising is an international strategic fun ...
-
Regional Nurse Manager- West Coast
5 days ago
BayMark Health Services San Francisco, United StatesJob Description · Full Time Regional Nurse ManagerWorking in partnership with the Sr. VP of Operations to provide comprehensive medication assisted treatment for opioid use disorder and other health care services to foster wellness, longevity and socially responsible behavior for ...
-
National Sales Manager- West Coast
4 weeks ago
Butler Hospitality Corp. San Francisco, United StatesForward to localhost with CLI · whcli forward --token=e0c58cab-d358-45dc-b4b5-32cf63e5bf6d Install whcli · generates free, unique URLs and e-mail addressesand lets you see everything that's sent there instantly. · Built-in integrations: Google Sheets, Excel, Slack, Dropbox, SFT ...
-
National Sales Manager- West Coast
2 weeks ago
B Hospitality Corp San Francisco, United StatesJob Description · Job DescriptionAbout Butler Hospitality · Butler is a technology company that helps hotels do everything better. By focusing operations inside of centrally located hotel kitchens, Butler serves hotel guests everywhere with incredible food, amazing experiences, a ...
-
National Sales Manager- West Coast
2 weeks ago
Butler Hospitality San Francisco, United StatesAbout Butler Hospitality · Butler is a technology company that helps hotels do everything better. By focusing operations inside of centrally located hotel kitchens, Butler serves hotel guests everywhere with incredible food, amazing experiences, and impeccable service, all powere ...
-
Consultant - West Coast Region
6 days ago
CCS Fundraising San Francisco, United States*Please submit a cover letter* · Locations: West Coast Region (California, Arizona, New Mexico, Colorado, Utah, Idaho, Wyoming, Montana, Oregon, Washington, and Nevada) · Offices: San Francisco, Irvine, Seattle · Who We Are · CCS Fundraising is an international strategic fundrai ...
-
National Sales Manager- West Coast
3 weeks ago
Hospitality Corp. San Francisco, United States**About Butler Hospitality** · Butler is a technology company that helps hotels do everything better. By focusing operations inside of centrally located hotel kitchens, Butler serves hotel guests everywhere with incredible food, amazing experiences, and impeccable service, all po ...
-
West Coast Territory Sales Rep
2 weeks ago
Boutique Recruiting Pleasanton, United StatesRemote Must be based in California, Bay Area is preferred · A leading IT services company is searching for a dynamic and results-driven West Coast Territory Sales Representative This fully remote role involves a mix of inside and outside sales with approximately 50% travel around ...
-
West Coast Technician B
2 weeks ago
Auto Plus Pep Boys San Jose, United StatesThe Automotive Mechanic must professionally inspect, diagnose and repair tire and automotive services, while delivering an excellent customer experience. They are responsible for explaining technical diagnoses and needed repairs to co-workers and cus Technician, Customer Experien ...
-
Account Executive: Business Developer-West Coast
2 weeks ago
Spring Footwear Corp San Jose, United StatesJob Description · Job DescriptionSince 1991, Spring Footwear has made a difference in the lives of consumers who have depended on our brands to deliver comfort and style. Product innovation, quality, value, and flexibility are the cornerstones that contribute to our success. This ...
-
Hiossen Pinole, United States** Medical (Implant) Sales Associate (West Coast)** · **Job Category****:** Sales · **Requisition Number****:** MEDIC01438 · Showing 1 location · **Job Details** · **Description** · **PRIMARY JOB RESPONSIBILITIES** · - Assist and support branch manager, assistant branch manage ...
Director of MAI Retirement Plan Sales- West Coast - San Ramon, United States - MAI Wealth Management, Inc.
Description
Job Description
Job DescriptionGENERAL JOB DESCRIPTION
The Director of Retirement Plan Sales, West Coast, for MAI Retirement leads retirement plan sales and services across the western part of the country as part of a dedicated team that provides top-quality retirement program services and creative solutions to clients. This professional will cross sell retirement plans with highly successful benefits/insurance producers from a national insurance firm.
MAJOR DUTIES AND RESPONSIBILITIES
EXPERIENCE/CREDENTIALS
COMPETENCIES
FEATURED BENEFITS:
