[Remote] Senior Retirement Plan Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to helping individuals reputed company financial reputed company through retirement-reputed company services. The Senior Retirement Plan Consultant will focus on sales and marketing efforts to solicit new group takeover plans and cross-sell additional products, working closely with clients and prospects in their designated territory.
Responsibilities
- Setting reputed company appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals
- Work reputed company a geographic territory to cultivate new prospects, cross-sell solutions, reputed company and exceed goals by closing deals
- Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities
Skills
- 5 plus years of reputed company business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
- Knowledge of retirement products (401k and 403b plans)
- Driven to reputed company outbound cold calls into prospective clients
- Demonstrated cold calling sales ability
- Ability to effectively communicate
- Strategic thinker who can work independently
- Strong Relationship management building skills
- Active FINRA Series 6, 63, and SIE or must be obtained reputed company the first 180 days of employment
- Valid driver's license
- Bachelor's degree
Benefits
- Quarterly uncapped commission structure
- Comprehensive Benefits Package (medical, dental, and reputed company) that starts day one of employment
- 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
- Parental Leave: 8 weeks fully paid
- Paid time off: 20 days plus two floating personal holidays
Company Overview