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

Extensive travel required, including 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.