4 дня назад
VP, Advisor Solutions - Mountain West Region (Retirement Services)
85 000 - 125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Advisor Solutions - Mountain West Region (Retirement Services): Building a new territory by developing financial advisor channels and wholesaling retirement plan record-keeping and third-party administrative services with an accent on prospecting, trusted advisor relationships, and partner development. Focus on qualifying opportunities, building a balanced sales pipeline, educating advisors on retirement solutions, and converting relationships into long-term client business.
Location: Remote with required travel for in-person meetings; open to candidates in the Mountain West market: Idaho, Montana, Wyoming, Colorado, Utah, Nevada, Arizona, and New Mexico.
Salary: $85,000–$125,000 annual base salary, depending on experience, plus additional commission opportunities.
Company
provides retirement plans, group health insurance, reimbursement accounts, and financial planning solutions to nearly 5,000 clients throughout the United States.
What you will do
- Build a new territory by prospecting, establishing financial advisor channels, and maximizing partner and referral relationships.
- Wholesale retirement plan record-keeping and third-party administrative services to financial advisors.
- Develop trusted advisor relationships and influence prospects’ decision-making processes.
- Build and maintain a balanced pipeline through cold calling, email, phone, LinkedIn, webinars, and in-person meetings.
- Qualify or disqualify opportunities based on best-fit criteria, decision-making personas, and high-value activities.
- Educate prospects on Sentinel’s products and services and develop long-term client relationships.
Requirements
- 3–5+ years of experience in a B2B sales-cycle role preferred; candidates with less experience may be trained.
- Strong familiarity with defined contribution and defined benefit retirement plans, ERISA regulations, and plan design.
- Strong analytical, communication, presentation, interpersonal, and collaboration skills.
- Ability to build direct relationships with financial advisors and develop referral and ecosystem partnerships.
- Proficiency in Excel, Word, PowerPoint, CRM systems, sales tools, and other software.
- Must be based in the Mountain West market and able to travel for in-person meetings.
Nice to have
- ASPPA QPFC, QPFA, or QKA designation.
Culture & Benefits
- Remote work with required travel for in-person meetings.
- PTO, flexible time off after two years of service, 12 paid holidays, and additional community volunteer days.
- Medical, dental, vision, life, long-term disability, and short-term disability insurance.
- Retirement plan with a 4% employer match and parental leave.
- Inclusive workplace focused on diverse experiences, backgrounds, and perspectives.
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