Head of Retirement Sales

  •  

San Francisco, CA

Industry: Professional, Scientific & Technical Services

  •  

Not Specified years

Posted 127 days ago


Sales and marketing strategy: 


    • Leading and executing a regional business strategy to penetrate the market, introduce new clients to the firm, and expand relationships with current clients in order to meet annual revenue goals.

    • Collaborate with the OLLs, senior retirement consultants, Client Relationship Directors and sales teams to identify, develop, and close strategic sales opportunities.

    • Work with the RLL and other regional RSL(s) to ensure best practices, new ideas and services, and competitive information are shared across the offices.

    • Build relationships with internal and external sources to maximize the penetration of key target accounts.

    • Identify opportunities to cross-sell new products and services.

    • Co-own, with the local OLL, the development and execution of local revenue growth plans.

    • Personal consulting and sales: Responsible for meeting personal consulting and sales objectives, while dedicating at least 40 to 50%% of time to regional activities.

    • Manage, support, and execute significant Retirement business initiatives to increase revenue and market share, retain current clients, and expand existing relationships.

    • Collaborate across Geography, LOBs, and Segments to effectively pursue and deliver on multi-faceted opportunities.

    • People management and development: Support sales training for associates. Mentor and support sales teams, and coach sales teams and individual consultants on specific revenue pursuits. Manage and coach Retirement Business Developers within the region to fully meet their sales goals individually, and the regional team as a whole.

    • Support of regional sales plan, including local office sales planning and go-to-market efforts, gap identification and closure strategy.

    • Opportunity-specific sales strategy development and proposal planning support, including proposal scope, use of best materials and resources, pricing validation, and presentation preparation.

    • Share best practices including proposals, sales collateral and market-facing activities

  • Monitor competitor activities and identify sales barriers. 







The Requirements


    • Proven ability to generate profitable revenue

    • Track record of success in winning new large client relationships 

    • Proven success in the design/management of Retirement programs to Fortune 1,000 or organizations of similar size gained in a consulting environment

    • An executive presence with polished and well developed written and oral communication skills

    • Superior ability to influence and collaborate internally and externally with senior management and work across all levels of an organization

    • Interest and aptitude in keeping abreast of latest developments in retirement approaches and contributing to the development of new tools and approaches

    • Demonstrate ability to collaborate with colleagues and train less experienced associates in the sales process

    • Strong interest in driving sales success of others and taking ownership of pursuits with others even if not in a client-facing role

    • Ability to deal with ambiguity, persuade others to take a holistic view, and knowledge of the competitive landscape and full range of WTW services

    • Flexibility with regard to travel that can range from 20-40%

  • An undergraduatedegree is required; advanced degreepreferred