обновлено 2 дня назад
Regional Retirement Consultant
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Retirement Consultant (Retirement Investments/Sales): Supporting defined contribution investment growth by partnering with senior consultants, engaging retirement advisors, and developing new business opportunities with an accent on consultative selling, relationship management, and retirement-plan expertise. Focus on executing territory strategies, building outbound sales campaigns, managing pipelines in CRM systems, and advising 401(k) professionals on investment solutions.
Location: Atlanta, Georgia; must be located in or willing to relocate to the Atlanta area. Employees are expected to work at least four full days each week in an office.
Company
is an independent global investment firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Partner with DCIO Senior Retirement Consultants to execute territory business plans and sales strategies.
- Conduct outbound sales calls and targeted email campaigns for retirement plan advisors, consultants, TPAs, and other industry professionals.
- Identify and qualify new business opportunities across the defined contribution marketplace.
- Provide consultative support on investment capabilities and retirement solutions for 401(k) advisors.
- Coordinate meetings, follow-ups, territory management, and relationship-building activities for the external sales team.
- Use CRM tools to track activity and pipeline progress while collaborating with sales, marketing, product, and client service teams.
Requirements
- Bachelor's degree or equivalent experience.
- Experience in sales, relationship management, or business development within financial services.
- Knowledge of retirement plans, investments, and financial markets.
- Strong communication, organization, presentation, and consultative selling skills.
- Must be located in or willing to relocate to the Atlanta, Georgia area.
- Must hold FINRA Series 7 and Series 63 licenses or obtain them within 90 days of hire.
Culture & Benefits
- Hybrid workplace model with at least four full days per week in an office.
- Flexible paid time off.
- 401(k) matching at 100% up to the first 6%, plus a discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
- Collaborative, client-first, sales-focused environment supporting retirement professionals and plan participants.
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