The Regional Sales Director is a retirement plan wholesaler. The role involves developing relationships with insurance brokers, agents, consulting firms, TPAs and financial advisors to prospect, prepare and present 401(k) proposals resulting in sales of pension products. Responsible for identifying, developing, and cultivating all target markets within assigned region/territory.
What you will do - Perform all required sales/service functions such as receiving and responding to Requests For Proposals (RFP) submitted by brokers, agents, consulting firms, Third-Party Administrators (TPA) and financial advisors
- Build and maintain relationships with partners and plan sponsors to understand the client's overall objectives and requirements
- Prepare and conduct technical/product presentations and demonstrations for potential clients
- Coordinate with local Client Relationship Managers & Regional Directors to coordinate new plan implementation to assigned accounts/customers
- Provide feedback to marketing and product design teams for future product enhancements through Regional Vice Presidents
- Continually prospect for new relationships with brokers, agents, and consulting firms
What you will bring- Bachelor's degree in Business or related field
- Comprehensive retirement industry knowledge is required
- Demonstrated effective sales, communication, and presentation skills
- Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook, and projector skills
- Ability to travel majority of the time (60-70%) via airline travel to various states as well as use personal vehicle to go to local meetings with plan sponsors and brokers
- FINRA Series 6, 63 and applicable state insurance licenses
What will set you apart - 4 years' related sales experience in the 401(k) market preferred
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time - 16 hours per calendar year
- Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range$97,500.00 - $114,375.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
