Position: Director of Sales and Marketing
Department: Annuity Marketing
Reports to: VP of Advisor Development
Overview: In the role of a Director of Sales and Marketing, you'll get the chance to forge and build relationships with Financial Advisors across the country. Your key responsibility will be to recruit new advisors and provide an incredible on-boarding experience for them.
What you'll do: - Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform
- Build a list of qualified contacts through warm and cold calls
- Develop a complete knowledge of our annuity carriers and their product offerings with the ability to communicate strategy
- Assisting newly committed advisors in the on-boarding process through licensing and release
- Support writing advisors including the handling of incoming calls, returning emails or voicemails and working with other internal supporting teams as needed
- Execute marketing campaigns to prospects through e-mail, webinars and mail processes
- Work with our operations teams on escalated new business cases
Experience you'll bring: - Previous sales experience
- Comfortability performing sales cold calls
- Excellent communication skills, both written and verbal
- Time management and ability to handle multiple tasks in a fast-paced environment
- Handle confidential information with upmost integrity
- Exceptional problem determination skills with a high attention to detail
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Bonus Points: - Previous knowledge of fixed index annuity products
- Bachelor's degree
What you'll get: - Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym and primary care
- Continuous personal and professional development opportunities
