Financial Services Executive

1 week ago


New York, New York, United States Disability Solutions Full time
Job Summary

We are seeking an experienced Financial Services Executive to join our team. In this role, you will be responsible for leading sales activities in a defined geographic area, selling corporate retirement and tax-exempt opportunities from start-up plans to $50mm in assets.

Key Responsibilities:
  • Develop and execute sales strategies to achieve business objectives in a defined geographic area
  • Build and maintain strong relationships with key advisors, brokers, consultants, and third-party administrators to drive business growth
  • Collaborate with cross-functional teams to identify and address customer needs, providing product enhancements and services as needed
  • Deliver compelling presentations to key stakeholders, including prospects, financial professionals, and industry leaders
  • Manage and develop a diverse portfolio of retirement plan distribution sources
  • Utilize technology to track sales and marketing performance, identifying areas for improvement and implementing changes as necessary
Requirements:
  • Bachelor's degree or equivalent experience
  • 3-5 years of internal or external sales experience with the Retirement Plan/Investment industry, proven track record of sales success
  • FINRA Series 6 and 63
  • State Life and Health
  • Excellent communication and interpersonal skills
  • Ability to analyze data and make informed decisions
  • Strong leadership and teamwork skills
Benefits:
  • Competitive salary range of $67,040 - $83,800 USD per year
  • Comprehensive benefits package, including health, dental, and vision insurance
  • 401(k) Savings plan and tuition reimbursement
  • Paid time off and flexible Diversity Celebration Day
  • Paid volunteer time - 40 hours per calendar year

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