2 дня назад
Retention Sales Director LMN
138 000 - 200 100$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Retention Sales Director LMN (Retirement Plan Recordkeeping Sales): Leading retention sales strategies for large, mega, and not-for-profit at-risk plans with an accent on client needs, RFP execution, finalist presentations, and contract negotiations. Focus on coordinating relationship management and internal teams, positioning retirement investment offerings, and securing client renewals.
Location: Remote - Nationwide, United States; primary location listed as Greenwood Village, Colorado. Applicants must be authorized to work for any employer in the U.S.
Base salary: $138,000–$200,100 per year, with sales incentives and potential bonus opportunities.
Company
provides retirement plan recordkeeping, investment, and participant financial services focused on helping customers achieve financial freedom.
What you will do
- Identify at-risk large, mega, and not-for-profit plans with leadership and relationship management teams.
- Develop and execute end-to-end sales strategies to retain client relationships.
- Lead RFP responses, finalist presentations, team preparation, and site visits.
- Lead contract negotiations and coordinate appropriate leadership and relationship management involvement.
- Position recordkeeping and investment offerings to support participant outcomes and client satisfaction.
- Document sales activity and strategy in Salesforce while partnering with recordkeeping, communications, education, investments, and other internal departments.
Requirements
- Bachelor’s degree.
- 10+ years of experience in the recordkeeping industry.
- Strong knowledge of recordkeeping and relevant relationship and sales experience.
- FINRA Series 6 and Series 63 licenses required within established timelines.
- Authorization to work for any employer in the United States is required.
- Visa sponsorship, including CPT/OPT sponsorship or transfer, is not available.
Nice to have
- Master’s degree.
- Strategic thinking and understanding of client needs across ’s offerings.
Culture & Benefits
- Flexible work environment with support for career mobility, purpose, well-being, and work-life balance.
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions of up to 6%, financial advisory services, and investment options.
- Tuition reimbursement of up to $5,250 per year.
- Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
- Remote work requires reliable wired high-speed internet and a suitable home workspace; necessary computer equipment is provided.
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