3 дня назад
Retirement Sales Consultant (Taft-Hartley)
59 500 - 80 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Retirement Sales Consultant (Taft-Hartley) (Retirement Plans/Financial Services): Driving new Taft-Hartley business development by managing RFPs, pricing, proposals, presentations, and intermediary relationships with an accent on stable value investment products and competitive retirement solutions. Focus on leading sales opportunities from evaluation through close, coordinating finalist presentations and site visits, and maintaining Salesforce opportunity data.
Location: Remote - Nationwide within the United States. Travel is required as needed. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship is not available.
Base salary: $59,500–$80,500 per year, plus potential sales incentives and, in some cases, a bonus plan.
Company
provides retirement and financial services focused on helping customers achieve financial freedom.
What you will do
- Lead RFPs, RFIs, pricing requests, and other sales opportunities from evaluation through close.
- Partner with Regional Sales Directors and internal teams to develop proposals, pricing, and tailored retirement solutions.
- Support Stable Value Investment Only sales, including General Account, Custom Stable Value, and VEBA Stable Value products.
- Coordinate finalist presentations, site visits, and prospect meetings.
- Build relationships with retirement plan intermediaries and respond to inquiries.
- Track opportunities and sales activity in Salesforce and communicate progress to senior management and stakeholders.
Requirements
- Bachelor’s degree in business or a related field.
- 3–5 years of business experience, including financial services sales or service experience.
- FINRA Series 7 and 63 registrations and applicable insurance licensing within established timelines.
- FINRA fingerprinting.
- Knowledge of the retirement plan services industry and experience working with intermediaries.
- Strong communication, negotiation, project management, organizational, prioritization, and deadline-management skills.
Nice to have
- Experience with Taft-Hartley retirement plans.
- Experience with RFPs, pricing, and stable value products.
- Salesforce experience.
Culture & Benefits
- Flexible remote work environment and opportunities for internal mobility.
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
- Tuition reimbursement of up to $5,250 per year.
- Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and leave programs.
- Business Resource Groups supporting inclusion and collaboration.
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