Retirement Plan Sales Consultant
3 days ago
Fully Remote Opportunity - Retirement Plan Sales Consultant - Pacific Northwest Territory
This position will sell recordkeeping, third-party administration, and defined benefit services. Cross-sell employee benefit products offered by our Partner Firms as well in the Pacific Northwest territory. The role pays a base salary + commission, base salary likely in the $60k-$80k range.
Responsibilities:
- Achieves sales goals and objectives.
- Adds new clients through in person meetings and group presentations with distribution partners, financial intermediaries, and plan sponsors.
- Drafts and executes business development and sales plans.
- Prepares and communicates activity and pipeline reports.
- Assists in the development of new distribution partners.
- Ensures effective control of sales metrics and budgets.
- Monitors, evaluates, and communicates sales trends.
- Monitors and communicates competitor information, including marketing activities, trends, products, services, and pricing.
- Manages contacts, pipelines, and customer experience.
- Provides feedback and constructive solutions on sales and marketing strategies.
- Establishes successful track record of selling retirement and employee benefit programs.
- Other duties as assigned.
Arbella is a professional recruiting matchmaker in t
he retirement industry. Her expertise lies in precisely matching retirement industry professionals with ideal career opportunities, ensuring a seamless and rewarding journey in the ever-evolving landscape of retirement planning. Schedule a first step interview for this position today
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