The Regional Director will be responsible for performing functions to develop business relationships and identify market opportunities to promote the sale of non-qualified plans and related Newport products and services as applicable to third party intermediaries to achieve net revenue goals for business profitability within assigned geographical territory. The Regional Director will maintain contact and relationships with existing intermediaries, brokers, agents, and representatives and motivate them to promote and sell the organization's services through a consultative sales approach. Also, the Regional Director will assist intermediaries to develop sales plans, marketing materials, communications, and proposals. Provide salessupport, present actual proposals, and host conference calls with prospective decision makers and technical staff to facilitate approvals.
In addition, the Regional Director will be responsible for coordination and management of select corporate partners to promote Newport’s product and services, maintain/enhance positioning and leverage related opportunities for non-qualified distribution. Duties include formulating agenda topics in coordination with internal stakeholders, hosting periodic meetings and facilitating key objectives as appropriate.
The Regional Director will provide oversight for strategic client relationships as assigned by management including responsibility for identification and execution of key objectives as identified by Newport, advisor and/or client. Requires broad knowledge of various executive benefits, in depth research and proven ability to interact/communicate with internal stakeholders.
- Bachelor’s degree from an accredited university
- Minimum of 3-5years’ experience selling non-qualified retirement plans
- The candidate must have excellent written and oral communication skills
- Candidates must have the appropriate securities license (Series 6 or 7 and 63 or 66)