Sales Specialist

2 weeks ago

Austin, United States SWBC Full time

SWBC is seeking a talented individual to provide superior sales skills to develop opportunities for new client relationships. This is accomplished by utilizing SWBC's targeted approach and support tools to uncover opportunities for new business within the retirement plan market.

Why you'll love this role:

You will love being a Sales Specialist with SWBC Retirement Plan Services because you have the opportunity to not just have a job but a meaningful career. In this unique opportunity, you are able to develop your sales skills and retirement market knowledge while creating your own sales and driving your income up. You do all this while helping SWBC make a meaningful difference to organizations and their retirement plan participants.

Essential duties include the following:

  • Generates sales opportunities for existing retirement plans directly with employers through SWBC's targeted market approach, product knowledge, networking, and/or referrals to promote SWBC services which include, but are not limited to, fee benchmarking, investment advisory, fiduciary oversight, participant education, and vendor searches.
  • Develops targeted markets, follow up with prospects, and report to SWBC leadership on a regular basis with business development progress.
  • Utilizes sales tools for data aggregation and mining.
  • Works with SWBC leadership to continuously hone and improve prospect outreach.
  • Develops and implements referral campaigns with SWBC leadership.
  • Develops relationships with centers of influence to develop additional referrals for new prospects.
  • Participates in quarterly internal Investment Committee meetings.
  • Maintains and responds to all ongoing compliance requirements.
  • Ensures all required compliance documentation and the like are completed and maintained in accordance with SWBC, SEC, Federal, and state regulations.
Serious candidates will possess the minimum qualifications:
  • Bachelor's Degree, preferably in Business, Finance, Communications, Marketing, Economics, Public Relations, or related field. If degree is not in a related field, retirement plan industry experience is critical.
  • More than three (3) years' sales experience developing new business, or related experience, preferably in working with retirement plans (401(k), 403(b), 457, defined benefit, etc.)
  • Ability to grow a book of retirement plan clients.
  • Strong understanding of sales strategy formulation and reporting.
  • Excellent communication (verbal and written), presentation, organization, and interpersonal skills.
  • Possess a solid working knowledge all Microsoft Office applications.
  • Self-starter, highly motivated, and be able to work independently while exercising sound judgment.
  • Demonstrated knowledge of retirement plan (401(k), 403(b), 457, defined benefit, etc.) structures and terminology is preferred.
  • Possess or obtain a Series 65 license.
  • Able to stand and/or sit for long periods of time while performing sales, consultations, report generation, and the like.
  • Able to stoop, kneel, and lift 10-20 lbs. of files, presentation equipment, or other office items.
SWBC offers*:
  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Emerging Professionals and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program


*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

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