This position will sell recordkeeping, third-party administration, and defined benefit services. Cross-sell employee benefit products offered by our Partner Firms as well in the Pacific Northwest territory. The role pays a base salary + commission, base salary likely in the $60k-$80k range.
Responsibilities:
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.
Arbella is a professional recruiting matchmaker in the retirement industry. Her expertise lies in precisely matching retirement industry professionals with ideal career opportunities, ensuring a seamless and rewarding journey in the ever-evolving landscape of retirement planning. Schedule a first step interview for this position today!
Desired Skills And Experience
10+ years’ related business development experience, including experience selling qualified retirement plans through multiple distribution channels.
Advanced problem solving and analytical skills
Strong written and verbal communication
Proficient in Microsoft Office
Bachelors in Business Administration preferred
NASD Series 65 or 66/63 required or within 60 days of employment.
Master’s Degree in Business Administration preferred
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Financial Services and Investment Management
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