Job Details

Essential Duties and Responsibilities

• Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory.

• Identify, qualify and engage with retirement plan specialist advisors in territory.

• Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory.

• Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows.

• Developing and implementing business plans for the territory to deliver on sales goals.

• Presents sales activities at weekly meetings.

• Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity.

• Achieve territory sales goals.

• Manages expense account within allotted budget.

• Performs other duties and responsibilities as assigned.

Knowledge

• Fundamental concepts, principles and practices of the company sponsored retirement plan industry.

• How to build trusted relationships with partners and financial advisors.

Skill

• Identifying the needs of plan sponsors through effective questioning and listening techniques.

• Supporting advisors in efforts to grow their business.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.

• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.

• Analyzing business processes and identifying process improvement opportunities.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability

• Represent the company in a highly professional manner.

• Organize, prioritize, and manage tasks and projects to complete work efficiently.

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.

• Develop and maintain effective working relationships with team members, internal partners, and external parties.

• Assimilate and prioritize strategies into operational guidelines.

• Work independently as well as collaboratively within a team environment.

• Establish clear directions and priorities.

License/Certifications

• None

Compensation

Compensation: