Sales Director

4 weeks ago


Austin, United States LeafHouse Full time
Job DescriptionJob Description

About LeafHouse:

We provide 3(38) and 3(21) discretionary investment services and create packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients. 

 

Sales Director Job Description:

In the Retirement Plan Sales Director Role within LeafHouse, you’ll work with our executive leadership and Investment team to help meet the needs of our advisor, wholesaler and plan sponsor prospects and opportunities. You’ll have immediate impact on helping LeafHouse exceed sales goals. You will master sales stories for the products and services offer through LeafHouse and our affiliates.
 

Roles/Duties:

  • Engage in proactive direct sales to partner advisor, consultants and recordkeepers.
  • Provide excellent product and service representation while engaging financial advisors, wholesalers, and existing clients on LeafHouse products and services.
  • Proactively communicate with prospective and loyal clients regarding investment management, investment scoring and fiduciary services, HSA, and IRA Rollover solutions.
  • Partner with executive leadership and the investment committee on advisor opportunities, institutional proposals, and ongoing services of our top client partnerships.
  • Use industry knowledge to help design solutions and discuss our services and related offerings with advisors.

 

Qualifications:

  • Bachelor's degree or three years of equivalent experience.
  • 3-5 years of industry-related experience required.
  • Strong preference towards investment knowledge and experience.
  • FINRA licensing required including series 65 within 90 days of employment.
  • Familiarity with the qualified plan market and or external/internal sales experience a must.
  • CFP, QRPC or related retirement designations are a plus.

 

Benefits:

  • 401(k) available with company match
  • Most medical, dental, and vision health coverage policies available for employees are covered by the company
  • Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
  • Generous paid time off policy

 

Powered by JazzHR

2MCF2sFhxm



  • Austin, United States LeafHouse Full time

    Job DescriptionJob DescriptionAbout LeafHouse:We provide 3(38) and 3(21) discretionary investment services and create packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide...


  • Austin, United States Goodwin Recruiting Full time

    A high volume Hotel and Convention Center in Austin, TX is seeking a Director of Catering Sales. We are a beautiful full-service property with a very large catering and banquet department. We offer growth potential, support, and a great quality of li Director, Catering, Sales, Staffing, Restaurant

  • Director of Sales

    1 month ago


    Austin, Texas, United States Austin Hotel Full time

    We are hiring a Director of Sales & Marketing for our beautiful hotel that is located in downtown Austin. In this role, you will be responsible for developing and implementing strategic sales and marketing plans, that will drive business for the hotel. We are looking for candidates that have knowledge and experience in this Austin market, and who have a deep...


  • Austin, United States Pensa Systems Full time

    Enterprise Sales DirectorAbout Pensa Systems Pensa Systems is a fast growing, leading innovator in advanced AI and computer vision, focused on delivering transformative solutions for the multi-trillion-dollar global retail industry. Our mission is to revolutionize retail intelligence through cutting-edge technologies, including deep learning artificial...


  • Austin, United States Pensa Systems Full time

    Enterprise Sales DirectorAbout Pensa Systems Pensa Systems is a fast growing, leading innovator in advanced AI and computer vision, focused on delivering transformative solutions for the multi-trillion-dollar global retail industry. Our mission is to revolutionize retail intelligence through cutting-edge technologies, including deep learning artificial...


  • Austin, Texas, United States Pensa Systems Full time

    Enterprise Sales DirectorAbout Pensa SystemsPensa Systems is a fast growing, leading innovator in advanced AI and computer vision, focused on delivering transformative solutions for the multi-trillion-dollar global retail industry. Our mission is to revolutionize retail intelligence through cutting-edge technologies, including deep learning artificial...


  • Austin, United States Pensa Systems Full time

    Enterprise Sales Director About Pensa Systems Pensa Systems is a fast growing, leading innovator in advanced AI and computer vision, focused on delivering transformative solutions for the multi-trillion-dollar global retail industry. Our mission is to revolutionize retail intelligence through cutting-edge technologies, including deep learning artificial...

  • Sales Director

    1 month ago


    Austin, Texas, United States SiFive Full time

    SiFive's unrivaled compute platforms are continuing to enable leading technology companies around the world to innovate, optimize and deliver the most advanced solutions of tomorrow across every market segment of chip design, including artificial intelligence, machine learning, automotive, data center, mobile, and consumer.To learn more about SiFive's...


  • Austin, United States Pensa Systems Full time

    Enterprise Sales DirectorAbout Pensa SystemsPensa Systems is a fast growing, leading innovator in advanced AI and computer vision, focused on delivering transformative solutions for the multi-trillion-dollar global retail industry. Our mission is to revolutionize retail intelligence through cutting-edge technologies, including deep learning artificial...


  • Austin, United States Pensa Systems Full time

    Enterprise Sales DirectorAbout Pensa SystemsPensa Systems is a fast growing, leading innovator in advanced AI and computer vision, focused on delivering transformative solutions for the multi-trillion-dollar global retail industry. Our mission is to revolutionize retail intelligence through cutting-edge technologies, including deep learning artificial...


  • Austin, United States The Unbound Collection by Hyatt Full time

    Organization- The Driskill Summary The Director of Sales, Events & Marketing has direct oversight of the Sales and Event operations of the hotel. Responsibilities include the Sales, Marketing and Events Budget/P&L, revenue forecasting, advertising, marketing, developing and writing business plans, and ownership meetings. Additionally, this role leads the...


  • Austin, United States The Unbound Collection by Hyatt Full time

    Organization- The Driskill Summary The Director of Sales, Events & Marketing has direct oversight of the Sales and Event operations of the hotel. Responsibilities include the Sales, Marketing and Events Budget/P&L, revenue forecasting, advertising, marketing, developing and writing business plans, and ownership meetings. Additionally, this role leads the...

  • Sales Director

    4 days ago


    Austin, United States GQR Full time

    GQR HEALTHCARE - Sales Director (Healthcare Staffing)ASAP Start dateRemote or Austin, TXHealthcare Staffing experience requiredThis position is to join our Healthcare Staffing division, as a Business Development leader with full onboarding & training provided in-house based remotely or in our Austin, TX hub.QualificationsExtensive experience with Healthcare...

  • Sales Director

    1 month ago


    Austin, United States GQR Full time

    GQR HEALTHCARE - Sales Director (Healthcare Staffing)ASAP Start dateRemote or Austin, TXHealthcare Staffing experience requiredThis position is to join our Healthcare Staffing division, as a Business Development leader with full onboarding & training provided in-house based remotely or in our Austin, TX hub.QualificationsExtensive experience with Healthcare...


  • Austin, United States Iceberg Full time

    Account Executive Austin, TX My client is leading the way in Identity and Access Management (IAM), dedicated to revolutionizing digital security. Are you an ambitious Sales or Business Development Director? With success in various states, my client is expanding into Austin, TX, setting the stage for new opportunities! About the Role:As the Sales and...

  • Director of Sales

    1 month ago


    Austin, United States Austin Hotel Full time

    We are hiring a Director of Sales & Marketing for our beautiful hotel that is located in downtown Austin. In this role, you will be responsible for developing and implementing strategic sales and marketing plans, that will drive business for the hotel.  We are looking for candidates that have knowledge and experience in this Austin market, and who have a...


  • Austin, United States Iodine Software Full time

    Director of Sales Enablement Join us. Let's directly impact healthcare. Being an Iodine employee means becoming part of something bigger: using clinical AI technology to drive smarter healthcare processes and positively impact patient care. Who we are: Iodine is an enterprise AI company that is championing a radical rethink of how to create value for...


  • Austin, United States Pendo.io Full time

    We seek exceptional enterprise Account Directors to join our mission as we elevate the world’s experience with Software. Recognized as the leading force in the categories of Product Analytics and Digital Adoption platforms, our value proposition applies to startups and leading enterprises across the globe. Our 3,000 customers and growing relationships are...


  • Austin, United States Enphase Energy Full time

    About Enphase: Enphase Energy is a global energy technology company and leading provider of solar, battery, and electric vehicle charging products. Founded in 2006, Enphase transformed the solar industry with our revolutionary microinverter technology, which turns sunlight into a safe, reliable, resilient, and scalable source of energy to power our lives....


  • Austin, United States Avion Hospitality Full time

    Job Summary The Director of Sales & Marketing-Full Service has direct oversight of planning and managing the overall sales and marketing for a Full Service hotel. The intention is to achieve optimal occupancy, growth in existing accounts, and generating new business, all to maximize total revenue and meet/exceed hotel profit objectives. This role will...