Sales Director
4 weeks ago
About LeafHouse:
We provide discretionary investment services and create packaged solutions to mitigate risk and meet retirement plans' unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices.
Job Description:
As an Associate Sales Director at LeafHouse, you will work closely with our sales directors, executive leadership, and investment team to meet the needs of our advisor, wholesaler, and plan sponsor prospects and opportunities. You will have a significant impact on helping LeafHouse exceed sales goals.
You will be responsible for:
- Engaging in proactive follow-up on sales efforts with partner advisors, consultants, and recordkeepers.
- Providing excellent product and service representation and supporting the sales directors in engaging financial advisors, wholesalers, and existing clients on LeafHouse products and services.
- Driving communication with prospective and loyal clients regarding investment management, investment scoring, and fiduciary services, HSA, and IRA Rollover solutions.
- Partnering with sales directors and the investment committee on advisor opportunities, institutional proposals, and ongoing services of our top client partnerships.
- Using industry knowledge to help design solutions and discuss our services and related offerings with advisors.
Requirements:
- Bachelor's degree or three years of equivalent experience.
- 1-3 years of industry-related experience required.
- Strong preference towards investment knowledge and experience.
- FINRA licensing required including series 65 within 90 days of employment.
- Familiarity with the qualified plan market and or internal sales experience a plus.
- CFP, QRPC, or related retirement designations are a plus.
Benefits:
- 401(k) available with company match
- Most medical, dental, and vision health coverage policies available for employees are covered by the company
- Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
- Generous paid time off policy
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