Financial Services Executive
1 week ago
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
- 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
- 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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