Regional Retirement Plan Sales Manager

2 weeks ago

Houston, Texas, United States Loren D. Stark Company Full time

Position Overview:

The Loren D. Stark Company (LDSCO) is in search of a seasoned and driven Retirement Plan Sales Territory Manager to enhance our services and expand our clientele across the Eastern United States. This role is crucial for propelling our business forward through the establishment of new client relationships and the improvement of existing ones.

Key Responsibilities:

Market Expansion:

  • Lead our service growth initiatives in designated territories through strategic retirement plan sales efforts.

Marketing and Client Development:

  • Develop and execute innovative marketing strategies utilizing seminars, client engagements, outreach calls, direct mail, and local promotional programs to attract new clients and referral sources.
  • Establish and nurture strong relationships with CPAs, financial advisors, and small business owners to generate referral business.

Sales Excellence:

  • Continuously enhance technical knowledge, competitive insights, and sales skills to excel in lead generation, presentations, and closing transactions.
  • Design and implement targeted sales strategies to penetrate new markets.
  • Achieve or surpass assigned sales targets while ensuring timely and accurate submission of new business documentation.

Client Satisfaction:

  • Promptly address and resolve client inquiries or concerns by collaborating with Client Relationship Managers to ensure high levels of client satisfaction and retention.

Professional Development:

  • Participate in ongoing training sessions and self-study modules aimed at advancing to a National Sales Manager role.
  • Demonstrate professional conduct in all interactions to project a positive company image to clients and partners.

Travel Requirements:

  • Be prepared to travel outside the assigned territory for meetings, conferences, and training sessions as necessary.

Required Qualifications:

  • A minimum of five (5) years of outside business-to-business (B2B) sales experience with a proven track record.
  • Demonstrated skills in selling, presentation, prospecting, and territory management.
  • Experience in business-to-business environments, particularly in retirement plan services, payroll, and/or human resources solutions.
  • Self-motivated and ambitious, with the ability to meet and exceed sales goals.
  • Strong customer service and relationship-building skills.
  • Effective communication abilities across various mediums.
  • Organized with proficient time management skills.
  • Ability to work independently and collaboratively within a team.
  • General business acumen.

Preferred Qualifications:

  • Experience working within a defined sales quota.
  • Proven cold calling sales ability with a positive and persistent approach.
  • Aptitude for acquiring sales skills and product knowledge.

Compensation and Benefits:

LDSCO offers a competitive compensation package, including:

  • Base salary with standard annual bonuses and monthly incentives.
  • Comprehensive benefits package, including company-paid employee health insurance and voluntary options.
  • Paid leave, including vacation, personal days, and holidays.
  • Employer-sponsored 401(k) plan with contributions.
  • Professional development and continued education support.
  • Recognition and awards programs for performance.
  • Flexible work arrangements.
  • A strong team environment with social and team-building activities.

Diversity is vital to our success: LDSCO is an Equal Opportunity Employer and will provide reasonable accommodations to qualified applicants with disabilities.

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