7 часов назад
Sr Sales Implementation Specialist (Retirement Services)
85 000 - 120 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Sales Implementation Specialist (Retirement Services): Supporting strategic team selling by preparing customized sales finals, technology demonstrations, and client materials for mid-market retirement services opportunities with an accent on presentation coordination, product expertise, and digital participant and plan sponsor tools. Focus on organizing cross-functional resources, presenting competitive solutions, and managing complex sales projects across 401(k), pooled, nonqualified, and defined benefit plans.
Location: Remote work from the United States; field/travel environment with approximately 50% travel
Salary: $85,000–$120,000 annually, plus potential annual and quarterly bonuses
Company
is a large financial services company providing insurance, retirement, investment, and employee benefit solutions as part of the Aegon group.
What you will do
- Collaborate with Sales Regional Vice Presidents on mid-market opportunities and prepare sales finals and technology demonstrations.
- Assess prospect needs and secure the appropriate presentation team, materials, and services.
- Coordinate product managers, pricing, RFP, systems, client management, and new business services resources.
- Present digital participant and plan sponsor tools during due diligence meetings and sales finals.
- Follow up after presentations to identify current and future team-selling needs.
- Manage related sales projects and create customized sales presentations and client materials.
Requirements
- Bachelor’s degree in business or equivalent experience.
- Five years of experience in the retirement services industry.
- FINRA Series 6 or 7 and Series 63 or 66, or the ability to obtain the required licenses within nine months, including SIE when applicable.
- Knowledge of 401(k), 401(b), pooled, nonqualified, and defined benefit plans, as well as competitor products and services.
- Experience creating presentations and marketing materials, with strong presentation, communication, and interpersonal skills.
- Proficiency with Microsoft Office and CRM software.
Nice to have
- Experience with Salesforce.com.
Culture & Benefits
- Full-time employment with remote field work and moderate travel.
- Medical, dental, vision, disability, pension, and 401(k) match benefits.
- Paid time off starting at 160 hours annually and ten paid holidays.
- Tuition reimbursement, career training, employee discounts, and employee stock purchase plan.
- Parental leave, adoption assistance, backup care, wellness programs, and employee assistance resources.
- Inclusion and diversity programs, employee resource groups, and volunteer and matching-gift programs.
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