3 дня назад
Consultant Relationship Manager - Retirement Solutions (Government & Institutional Plans)
144 000 - 216 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Consultant Relationship Manager - Retirement Solutions (Government & Institutional Plans) (Retirement Plans/Sales): Managing relationships with regional retirement plan consultants and positioning Nationwide for public-sector defined contribution plan opportunities, with an accent on consultant engagement, thought leadership, and RFP influence. Focus on developing strategic relationships, educating consultants on retirement solutions, coordinating acquisition and retention RFPs, and addressing client concerns across a broad U.S. territory.
Location: Fully remote, but must be located near a major metropolitan area and within the supported U.S. territory; approximately 50% overnight travel is required. Major clients are near Denver, Portland, and Southern California.
Salary: $144,000–$216,000 annually.
Company
is a Fortune 100 financial services company helping individuals and businesses prepare for and protect their future.
What you will do
- Manage relationships with regional retirement plan consultants and consulting firms serving public-sector and institutional clients.
- Position ’s retirement plan offerings by communicating its market differentiation, capabilities, and value proposition.
- Provide consultants with relevant thought leadership, industry knowledge, education opportunities, and tools for plan sponsors.
- Connect consultant engagement and thought leadership with sales activation and ’s retirement solutions.
- Participate in acquisition and retention RFPs, coordinating with bid owners and supporting finalist presentations.
- Advocate for consultant needs internally and collaborate with colleagues on consultant-wide strategies and plans.
Requirements
- Undergraduate degree in marketing, business, finance, or a related field.
- At least eight years of sales and/or relationship management experience in the retirement plans field.
- FINRA Series 6, Series 63, and Series 65 licenses or certifications.
- In-depth understanding of retirement plans, including Internal Revenue Code defined contribution plans.
- Excellent verbal and written communication, interpersonal, technical, detail-oriented, and project management skills.
- Ability to live within the assigned U.S. territory and travel extensively, including approximately 50% overnight travel.
Nice to have
- ChFC, CLU, or CRC designation.
- Leadership experience and additional relevant competencies.
Culture & Benefits
- Fully remote work with travel based on business opportunities.
- Medical, dental, and vision insurance.
- Life insurance and short- and long-term disability coverage.
- Paid time off, paid holidays, Lifetime paid time off, and Unity Day paid time off.
- 401(k) with company match and a company-paid pension plan.
- Inclusive workplace committed to equal opportunity and respect.
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