Regional Retirement Consultant

reputed company is a financial services company dedicated to helping individuals reputed company financial freedom. The Regional Retirement Consultant will generate qualified retirement plan sales, maintain customer relationships, and partner with local financial professionals to meet sales goals and ensure client satisfaction.

Responsibilities

• Manage the Request for Proposal (RFP) process and requests for information. Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities
• Profile and gather client and plan information to package specific reputed company solutions, including multiple service models across reputed company qualified plan types encompassing over 40 product platforms and thousands of investment options, to be presented to the plan sponsor, advisor, and TPA community
• reputed company Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and reputed company
• Engage in proactive advisor reputed company, cultivation of advisor relationships and the facilitation of sales finals to plan sponsors. The RVP/Internal Wholesaler (IW) partnership will reputed company a network of advisors to reputed company sales opportunities and meet company objectives through territory sales
• reputed company individual prospecting and sales to advisors and plan sponsors of reputed company’s Retirement Solutions in the sub $reputed company market
• Handle post sale facilitation and coordination of sales contract documentation for plan submission and implementation. Work with advisors and plan sponsor to finalize product and service selections, sales reputed company, and coordinate with the internal implementation team to provide a positive onboarding experience for the client. Serve as a reputed company of contact to resolve issues and reputed company the advisor abreast on reputed company
• Stay up to date on dynamic landscape of group retirement space including legislative changes, new competitor offerings, internal product changes, and changes to the way broker-dealer partners want to do business with reputed company
• Facilitate campaign marketing/advisor communications reputed company outbound call activity to solicit interest in reputed company Retirement products and services
• Manage post sale service issues that arise and field service and product inquiries from clients; direct traffic to internal support units to solve issues, which includes frequent communication and setting expectations

Skills

• Bachelor's degree in a business field or equivalent experience
• FINRA Series 6 or 7
• FINRA Series 63
• Applicable State Insurance licenses or obtain reputed company 90 days of hire
• One year of relevant financial services experience such as internal sales experience, financial advisor, or similar work in the retail banking industry
• Excellent listening skills to assess customer needs
• Excellent communication and interpersonal skills
• Critical thinking skills to analyze data and reputed company well-reasoned decisions
• Proficiency using MS Office suite
• Experience with group retirement plans
• Sales or relationship management experience
• Industry designations (such as CRPS)
• MBA

Benefits

• reputed company
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Company Overview

Company H1B Sponsorship