Regional Sales Director - Core (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Regional Sales Director - Core (Fintech): Developing relationships with insurance brokers, consulting firms, and financial advisors to drive sales of pension and 401(k) products with an accent on prospecting and preparing technical product proposals. Focus on cultivating target markets within the assigned region and managing the end-to-end sales cycle from RFP to implementation.
Location: Remote (USA). Must be authorized to work in the U.S. (no sponsorship provided).
Salary: $97,500 - $114,375
Company
is a financial services company focused on transforming financial lives through retirement plan solutions.
What you will do
- Respond to RFPs from brokers, agents, consulting firms, and Third-Party Administrators (TPAs).
- Build and maintain partner relationships to understand overall client objectives and requirements.
- Conduct technical product presentations and demonstrations for potential clients.
- Coordinate new plan implementations for assigned accounts with Client Relationship Managers.
- Provide feedback to marketing and product design teams for future product enhancements.
- Continually prospect for new relationships with brokers, agents, and consulting firms.
Requirements
- Bachelor’s degree in Business or a related field.
- Comprehensive knowledge of the retirement industry.
- FINRA Series 6, 63, and applicable state insurance licenses.
- Ability to travel 60-70% of the time via airline and personal vehicle.
- Must be authorized to work for any employer in the U.S. (no visa sponsorship available).
Nice to have
- 4 years of related sales experience in the 401(k) market.
Culture & Benefits
- Comprehensive medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions up to 6%.
- Tuition reimbursement up to $5,250 per year.
- Generous paid time off, including company and floating holidays.
- Paid parental leave, short-term and long-term disability, and FMLA.
- 16 hours of paid volunteer time per calendar year.
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