Associate Internal Sales Director (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Associate Internal Sales Director (Fintech): Assisting the Internal Sales Desk in achieving sales goals for 401k products with an accent on consultative selling and relationship management. Focus on professional development to transition into a full Internal Sales Director role, managing territories and driving lead generation.
Location: Onsite in Greenwood Village, Colorado. Applicants must be authorized to work in the U.S. (no sponsorship provided)
Salary: $43,600 - $60,025
Company
A financial services company focused on transforming financial lives and providing retirement solutions.
What you will do
- Support internal wholesalers in meeting and exceeding sales goals for Core market 401k products.
- Interact with constituent advisors, TPAs, and plan sponsors to deliver results and establish credibility.
- Manage a structured schedule to prioritize relationships and maximize interaction value.
- Process proposals and paperwork with high data management excellence.
- Collaborate with internal departments to ensure cohesive communication and task ownership.
Requirements
- Bachelor's degree in business or a related field (preferred).
- FINRA 6 and 63 registrations required within corporate timelines.
- FINRA fingerprinting required upon hire.
- Must be authorized to work in the U.S. (No CPT/OPT or visa sponsorship).
- Strong analytical, problem-solving, and communication skills.
Nice to have
- Proven ability to plan, organize, and prioritize daily activities.
- Proactive approach to relationship-building and lead generation.
Culture & Benefits
- Medical, dental, vision, and life insurance.
- 401(k) plan with up to 6% company matching and financial advisory services.
- Tuition reimbursement up to $5,250 per year.
- Generous paid time off, including 10 company holidays and 3 floating holidays.
- Paid parental leave and 16 hours of paid volunteer time per year.
- Inclusive environment with Business Resource Groups (BRGs).
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