Responsible for selling the organization’s bundled and unbundled retirement programs within an assigned territory and for meeting sales goals in accordance with company objectives for institutional market sales.

Responsibilities

  • Prospect for new clients within assigned territory and achieve sales goals.
  • Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry.
  • Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor.
  • Participate in proactive marketing campaigns.
  • Manage a territory of target prospects. Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory.


Qualifications

  • Bachelor’s degree or equivalent work experience
  • Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products.
  • FINRA Series 6 & 63.


Preferred Qualifications

  • FINRA Series 7
  • Established relationships with retirement advisors, consultants and plan sponsors.


Working Conditions

  • Remote (Field/Travel) Environment
  • Extensive Travel >50%
  • Travel may include overnight travel.

The Salary for this position generally ranges between $120,000-$135,000 annually. 

Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs.

Salary may vary above and below the stated amounts, as permitted by applicable law.

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. 


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.