Fully Remote Opportunity - Retirement Plan Sales Consultant - Pacific Northwest Territory
This position will sell recordkeeping, third-party administration, and defined benefit services. Cross-sell employee benefit products offered by our Partner Firms as well in the Pacific Northwest territory. The role pays a base salary + commission, base salary likely in the $60k-$80k range.
Responsibilities:
• Achieves sales goals and objectives.
• Adds new clients through in person meetings and group presentations with distribution partners, financial intermediaries, and plan sponsors.
• Drafts and executes business development and sales plans.
• Prepares and communicates activity and pipeline reports.
• Assists in the development of new distribution partners.
• Ensures effective control of sales metrics and budgets.
• Monitors, evaluates, and communicates sales trends.
• Monitors and communicates competitor information, including marketing activities, trends, products, services, and pricing.
• Manages contacts, pipelines, and customer experience.
• Provides feedback and constructive solutions on sales and marketing strategies.
• Establishes successful track record of selling retirement and employee benefit programs.
• Other duties as assigned.
Arbella is a professional recruiting matchmaker in the retirement industry. Her expertise lies in precisely matching retirement industry professionals with ideal career opportunities, ensuring a seamless and rewarding journey in the ever-evolving landscape of retirement planning. Schedule a first step interview for this position today!
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