The Purpose of the role:
We are offering a highly accomplished sales professional an opportunity to develop new business and be a critical contributor in our sales effort. Our Advisors have a proven track record of offering fiduciary guidance to Plan Sponsors. Their expertise supports all aspects of DC plan management including investments, compliance, plan design, services providers, and financial wellness. An already successful sales executive seeking to make a big impact on a great company will find this opportunity a job of a lifetime.
Filling this critical role is an integral part of the firm's growth plan and the successful candidate will have demonstrated that they are among a very small group of elite sales professionals in our industry. An ability to demonstrate a track record of hunting and initiating new direct contacts and developing those contacts into new prospects and Centers of Influence is critical for the successful candidate.
Our Retirement Plan Advisory team works with Plan Sponsors in a fiduciary capacity. We do more than provide investment expertise, plan management resources and 3(21) and 3(38) advisory services—we take the time to understand our client’s business and relate to their concerns. Our independent team of accredited investment advisors follows industry best practices for fiduciary governance when advising clients. As a CEFEX certified firm, the team undergoes a rigorous, annual audit to ensure we are doing the job right for our clients. From due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, our fiduciary governance services help manage fiduciary risk for our clients while improving overall plan performance for plan participants. The right candidate not only has expertise and experience needed, but the ability to lead, train, and motivate their peers and clients.
What you'll bring to the team:
- A passion for consulting and connecting with clients
- Superior presentation skills
- DC/DB consulting experience including plan design and documents
- Familiarity with DC markets and record keepers
- Active listener and the ability to provide solutions to our clients
- The ability to develop and maintain relationships with different Centers of Influence
What you’ll be responsible for:
- Overview: Easily establish relationships with associates across the organization to understand the products and services/solutions the firm offers its clients.
- Cross-Sell Opportunities: Build business by establishing relationships with current and prospective clients and educate them to understand the firm's full range of services.
- Prospect Meetings: Identify business opportunities by qualifying prospects and evaluating their position in the industry; researching and analyzing sales options.
- Networking: Work closely with marketing department as liaison on client/prospect events and email campaigns, etc.
- Build Centers of Influence: Develop relationships with various referral partners through networking and education.
- Industry Expert: Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing/participating in professional network associations.
About You:
We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.
What you need to have:
Preferred qualifications:
- Bachelor’s degree from an accredited College or University or equivalent work experience
- 5 +years of sales experience in retirement, advisory, and compliance services
- Previous sales and retirement knowledge required
- Licensed (Series 65) and Life, Accident and Health
- Excellent organizational, communication, presentation, and follow-up skills
- Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages.
- Base Salary: $65,000-$125,000* with opportunity to earn commissions above salary range.
Compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live.
Some of our Benefits:
- PTO (vacation, sick, personal time bank)
- FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
- 12 Paid Holidays (10 stated and 2 floating holidays)
- 2 Community Volunteer Days
- 5 Summer Half Days
- Medical, Dental, Vision
- Life Insurance
- LTD & STD
- Retirement Plan with 4% Employer Match
- Parental Leave
