1 час назад
VP, Defined Benefit Sales
100 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Defined Benefit Sales (Retirement Plan Consulting): Promoting defined benefit solutions and driving new business sales across a large geographic region with an accent on actuarial consulting, investment advisory, benefit administration, and annuity placement services. Focus on generating leads, building relationships with plan sponsors and strategic partners, managing full-cycle sales processes, and closing complex client engagements.
Location: Chicago, Illinois, United States; travel approximately 25% of the time based on territory.
Base salary: $100,000–$150,000 annually, plus potential compensation incentives.
Company
USI Consulting Group provides retirement plan consulting, benefits administration, actuarial consulting, investment advisory, and annuity placement services as part of .
What you will do
- Drive new business development through lead generation campaigns, cold calling, and outreach.
- Promote defined benefit solutions and achieve annual new business sales targets.
- Build relationships with plan sponsors, centers of influence, strategic partners, and regional sales representatives.
- Manage the full sales cycle, including meetings, proposals, presentations, follow-up, and closing.
- Coordinate prospect proposals and RFPs with department heads, consultants, and other team members.
- Use contact management and sales automation tools to maintain accurate forecasts and support revenue growth.
Requirements
- 5+ years of experience in a sales-related capacity.
- Bachelor’s degree or an equivalent combination of education and experience.
- Strong conceptual knowledge of defined benefit plans and strong financial aptitude.
- Series 6, 63, and 65 licenses or Series 7 and 66 licenses, plus a state insurance license, or willingness to obtain them.
- Established center-of-influence connections and confidence presenting to C-suite executives and multiple decision-makers.
- Strong communication, organizational, detail-orientation, and Microsoft Office skills.
Culture & Benefits
- Competitive pay, compensation incentives, and employee benefits.
- Medical, dental, vision, wellness, life insurance, disability, 401(k), flexible spending, and health savings accounts.
- Paid family leave, paid holidays, and other employer-sponsored programs.
- Recognition through the Summit Awards program, wellness initiatives, college scholarships, and financial assistance programs.
- Community engagement, environmental sustainability, diversity, equity, and inclusion programs.
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