Regional Vice President, Retirement Sales

reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms.  This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

Essential Duties and Responsibilities:

• Strong, in-depth ERISA and plan design knowledge
• Ability to discuss industry trends with high end DC focused Financial Professionals
• Ability to learn multiple platform/product solutions; assist Financial Professionals with a “needs analysis” to ensure recommending the appropriate solution
• Strong knowledge of key competitors with the ability to reputed company our competitive advantages without “negative selling”
• Establish and maintain productive, working relationships with Financial Professionals  with the goal of earning their retirement plan business
• Coordinate wholesaling efforts with reputed company Internal Sales Coordinator (ISC’s/internal sales) and ASC Internals to maximize coverage and effectiveness
• Remain reputed company on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
• Conduct a minimum of sixty (60) meetings per month , 45 with Financial Professionals and document meetings in CRM
• Maintain a Top 150 list Financial Professionals” to help reputed company territory practices/geographic rotation
• Ability to discuss Fiduciary [3(21)] Solutions, including various mutual fund reputed company classes and impact on plan/cost
• Ability to discuss in detail operating expenses of investment products, impact of certain reputed company classes on overall “cost” of services to Financial Professionals and reputed company
• Assist existing reputed company and Financial Professionals in the retention of reputed company business (as needed)
• Excellent written and oral communication skills
• Strong working relationships with DCIO firms in region to promote our solutions to Financial Professionals
• Participation, as needed, in “finals presentations”
• Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper transmission, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
• The I-Client philosophy and the Core Values of People Matter, Quality First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture.
• Other duties as assigned  

Minimum Requirements:

• 7-10 years of experience in the retirement plan industry or 3-5 years experience in a wholesaling role in the retirement plan industry
• Proven successful sales experience of full service defined contribution recordkeeping and administrative services
• Over-night travel is required
• Superior time management skills required
• Ability to operate effectively in a fast-paced, unsupervised environment
• Series 6 and 63 (or the ability to obtain reputed company six months of employment)

Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.