Retirement Plan Sales Executive

3 weeks ago


Dallas, Texas, United States Sentry Insurance Full time

Welcome to Sentry Insurance, where we empower top performers to excel in their careers. As a Retirement Plan Sales Executive, you will be responsible for driving growth and expansion of our 401(k) sales business outside of our core focus markets.

We are seeking an experienced professional with a proven track record of success in B2B sales, particularly in the retirement plan industry. Your expertise in identifying and pursuing new sales opportunities, coupled with your exceptional communication and interpersonal skills, will enable you to build strong relationships with plan sponsors and drive business growth.

Key Responsibilities:

  • Pursue new 401(k) sales opportunities via phone and generate sales activity
  • Create and monitor lead generation plans to ensure a substantive sales opportunity pipeline
  • Conduct fact-finding sessions, final presentations, and submit sold cases in good order
  • Provide input to the development of product innovation, sales ideas, marketing materials, and sales training programs

To succeed in this role, you will need to possess:

  • A Bachelor's Degree or equivalent work experience
  • 2+ years of related work experience, preferably in direct B2B or retirement plan sales
  • Knowledge of 401(k) products and familiarity with plan design & testing
  • Proven ability to prospect 401(k) sales opportunities via the phone and generate sales activity
  • Poised public speaker with strong interpersonal, presentation, and organizational skills
  • Current license to sell life insurance products or the ability to obtain a license in a reasonable amount of time

We offer a competitive compensation package, including a salary range of $150,000-$175,000 per year, plus commission opportunities based on achievement of sales objectives. In addition, you will enjoy:

  • Generous Paid-Time Off Plan
  • Company vehicle with gas card
  • 401(K) plan with dollar-for-dollar match on first eight percent, plus immediate vesting
  • Group Medical, Dental, Vision, and Life insurance
  • Extensive Work-Life Resources

About Sentry Insurance:

Sentry is a leading mutual insurance company in the United States, rated A+ by A.M. Best. We take pride in being one of Forbes' America's Best Midsize Employers, recognized for our commitment to employee satisfaction and career development. Join us in shaping the future of retirement planning and sales excellence at Sentry Insurance.



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