Job Profile Summary: Support the implementation of the strategic team selling program. Work with Sales Regional Vice Presidents (RVPs), primarily in the mid-market space, on the delivery of individualized sales finals across multiple product lines, utilizing the expertise of presentation teams, product managers, and internal support groups.
Job Description: Responsibilities - Manage related sales projects.
- Create comprehensive sales finals presentations and material
- Collaborate with the Sales RVPs on each opportunity and partner together in the preparation for sales finals and technology demonstrations.
- Identify and secure the designated presentation team based on the needs assessment of the prospect, with specific emphasis on key issues, special needs and tailored delivery of materials and services.
- Conduct internal meetings with the presentation team, product managers, and internal support groups (Pricing, RFP, system analysts, etc.) to focus necessary resources on the opportunity, including engagement of client management and new business services.
- Participate in due diligence site visit meetings to introduce digital participant and plan sponsor tools.
- Participate in sales final presentations with prospective prospects or advisors to present digital participant and plan sponsor tools.
- Conduct post finals follow-up with Sales RVPs and the presenters to identify current and future team selling needs.
- Collaborate with the RVP/Renewal Sales Director to understand competitive data to learn product set, available services, and uniqueness based on the market size.
Qualifications - Bachelor's degree in a business field or equivalent experience
- Five years of experience in the retirement services industry
- Experience creating presentations and marketing materials
- Knowledge of 401(k), 401(b), pooled plans, nonqualified, and defined benefit plans
- Knowledge of competitor products and services
- Proficient using MS Office (Word, Excel, PowerPoint, Outlook) and CRM software
- Excellent presentation, communication, and interpersonal skills to work effectively with a variety of people at all levels within and outside the company
Preferred Qualifications• FINRA Series 6 or 7; Series 63 or 66
• Experience with Salesforce.com Working Conditions
• Office of hybrid office/remote environment Moderate travel
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For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
