- Achieves sales goals and objectives.
- Adds new clients through in person meetings and group presentations with distribution partners, financial intermediaries, and plan sponsors.
- Drafts and executes business development and sales plans.
- Prepares and communicates activity and pipeline reports.
- Assists in the development of new distribution partners.
- Ensures effective control of sales metrics and budgets.
- Monitors, evaluates, and communicates sales trends.
- Monitors and communicates competitor information, including marketing activities, trends, products, services, and pricing.
- Manages contacts, pipelines, and customer experience.
- Provides feedback and constructive solutions on sales and marketing strategies.
- Establishes successful track record of selling retirement and employee benefit programs.
- Other duties as assigned.
- Experience: 10+ years of related business development experience, including experience selling qualified retirement plans through multiple distribution channels.
- Education: Bachelors Degree in Business Administration required. Master's Degree preferred.
- Certifications/Designations: NASD Series 65 or 66/63 required or within 60 days of employment.
- Job Location: Fully Remote opportunity so long as you are within Pacific Northwest, Mountain Standard Time, or Southeast Region of the United States. This reasoning is based on selling territory.
- Compensation Expectations: $70k - $80k base for first year + uncapped commission.
- Benefits: Medical, Dental, Vision, 401(k) and more
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Regional Director of Retirement Sales - Medina, United States - Alliance Benefit Group
Description
Job Description
Job DescriptionABOUT OUR CLIENT:
MP's Client is one of the largest independently owned insurance brokerage firms in the country providing a full range of
employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public
sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12,
Corporate and Government markets. MP's Client is hiring a full time remote Regional Director of Retirement Sales.
JOB OVERVIEW:
Responsible for positioning our products and services as the optimal choice for retirement plans in the assigned territory. This will encompass recordkeeping, third-party administration and defined benefit services. Cross-sell employee benefit products offered by our Partner Firms under our umbrella.
JOB RESPONSIBILITIES:
OUR IDEAL CANDIDATE HAS...
ADDITIONAL INFORMATION:
