Retirement Plan Sales Professional

7 days ago


Reston, Virginia, United States Masis Professional Group Full time
Retirement Plan Sales Role

The Retirement Plan Sales Professional at Masis Professional Group is responsible for driving new retirement plan business through lead generation, pipeline management, and impactful presentations. This role focuses on the pre-sale and sales process, collaborating with internal teams to secure client meetings and showcase the firm's retirement plan and workplace to wealth solutions.

Key Responsibilities

  • Identify and qualify retirement plan prospects through various channels, including networking with COIs, attending industry events, and utilizing digital marketing strategies.
  • Manage a robust sales pipeline, nurturing leads with personalized communication and targeted strategies to schedule meetings and secure client buy-in for presentations.
  • Collaborate with retirement client relationship and operations teams and other business line representatives to build a unified presence during prospect meetings, showing the comprehensive expertise the firm offers.
  • Develop and deliver compelling presentations that highlight the value proposition of the firm's retirement plan and workplace to wealth solutions, demonstrating a deep understanding of ERISA regulations.

Requirements and Qualifications

  • Proven track record of exceeding sales goals.
  • Strong understanding of ERISA regulations and fiduciary best practices.
  • Excellent communication, presentation, and interpersonal skills.
  • Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.
  • Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.

Education and Experience

  • Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
  • 1 – 2 years of retirement plan related experience required.
  • 2 – 5 years of industry related sales experience preferred.
  • Series 65.
  • Series 7 plus 66 if allowed by state law.
  • Certified Financial PlannerTM (CFP) or Chartered Financial Analyst (CFA).

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