Retirement Solutions Sales Specialist

2 weeks ago

Fargo, North Dakota, United States Talent Software Services, Inc. Full time
Retirement Plan Sales Consultant

Position Overview: Talent Software Services, Inc. is seeking a Retirement Plan Sales Consultant for a direct placement opportunity.

Key Responsibilities:
  • In this role, you will cultivate a new Retirement Plan Services business by establishing rapport with current clients and potential customers, assessing their needs, and effectively conveying valuable solutions.
  • You will oversee the entire sales cycle from identifying prospects to finalizing agreements, which includes organizing meetings, preparing support materials, crafting proposals, and delivering sales presentations.
  • Ensure timely and precise entry of information into Salesforce concerning sales and prospecting activities.
  • Offer insights on fiduciary, technical, and operational aspects of retirement plans throughout the sales process.
  • Build and maintain relationships with internal stakeholders and external influencers to enhance Retirement Plan Services and expand the overall business.
  • Collaborate with team members across various business lines to promote and provide comprehensive services to both prospective and existing clients.
  • Engage actively in business line initiatives and adhere to risk management and compliance standards relevant to the financial services sector.

Qualifications:
  • A blend of education and experience, including a bachelor’s degree and a minimum of 3 years of sales experience, ideally in retirement plans.
  • Demonstrated success in achieving sales and revenue targets through the acquisition of new business, along with a solid understanding of investment services, plan design, industry trends, and ERISA fiduciary requirements.
  • Excellent communication skills with the ability to engage with clients and internal partners in developing institutional retirement solutions.
  • Capability to work autonomously as well as collaboratively within a team environment.
  • Proficiency in presenting Retirement Plan Services offerings to both existing clients and new prospects.
  • Experience in business development for retirement advisory services is essential.

We look forward to reviewing your application and discussing how you can contribute to our mission of providing exceptional consulting opportunities.

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