Regional Vice President – Retirement Mid Markets

Responsibilities

• Prospect for new clients within and assigned territory to achieve sales goals.
• Develop a network of advisors, consultants, and other third party intermediaries focused on the retirement industry.
• Develop plan sponsor relationships through direct meetings with key contacts.
• Participate in proactive marketing campaigns.
• Manage a territory of target prospects.

Requirements

• Three years of sales experience in the retirement plan industry
• FINRA Series 6 & 63
• Life & Health License
• In-depth understanding of the retirement market and ERISA
• Self-motivated with an instinctive sales acumen to organize thoughts and actions to meet sales goals
• Outstanding interpersonal, public speaking and presentation skills
• Ability to manage resources and to thrive in a fast-paced, high-volume environment
• Technical skills to use state-of-the-art tools