Financial Sales Leader
4 days ago
The Regional Vice President will provide consultative sales services to our partners, focusing on educating customers on our retirement products and services. This role requires strong sales skills, product knowledge, and the ability to travel and work in a territory.
Responsibilities:
- Manage a large territory, identifying new sources of business and ensuring quota attainment.
- Collaborate with the internal retirement plans sales team to drive customer satisfaction and retention.
- Continuously improve product knowledge, sales skills, and competitive intelligence knowledge.
- Seek out opportunities to mentor others and improve sales practices.
Requirements:
- Bachelor's degree, preferably in a related field.
- Securities licenses 6, 63, and 65 required.
- Minimum 5 years of experience in a field or outside sales role selling retirement plan products.
- Experience working a territory and traveling required.
- Strong experience with retirement plans and wholesaling.
- Excellent driving record and insurability under corporate insurance carrier required.
What You'll Gain:
* Competitive salary and bonus structure* Comprehensive benefits package, including medical, dental, vision, and retirement benefits* 11 paid holidays and 2 wellness days per year
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