Partner with the retirement wholesaling team, product, and implementation teams to provide support for pre
and post-sale activities.
Collaborate with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence.
Recognize trends, resolve systematic issues, and drive improvements.
Manage day-to-day activities of the wholesaling team including responding to RFP’s, being secondary for all inbound phone lines, email requests, and assisting in building territory sales strategies.
Act as a catalyst to drive sales growth and meet necessary sales targets for retirement sales.
Build, maintain, and enhance positive business relationships with financial advisors, serving as a resource for sales support for all territories.
Provide inbound and outbound telephone support, answering proposal, pricing and implementation questions; creating and following up on requests for information and proposals; and providing timely responses to problems encountered.
Document activity in contact management system.
Provide support to the wholesaling team by helping to conduct Zoom presentations and Client and Conference events, when appropriate.
Create, prioritize and guide teams strategy and roadmap for data analytics, CRM/Salesforce, and technology enhancements.
Represent sales leadership in cross-functional team meetings.

Associate or bachelor’s degree in business, marketing, finance or related trade-off in work experience.
Strong knowledge of investments and/or retirement plans.
Strong oral and written communication skills.
Exercise sound judgement and solid decision making for allocating company resources for business development.
Highly motivated and able to work independently and perform under pressure.
Ability to spend significant portion of job developing relationships over the phone.
Excellent interpersonal skills and ability to work in a team environment.
Working knowledge of office automation tools.
Highly organized and detail oriented.
Ability to travel up to 10%.
Preferred Qualifications: FINRA SIE, 6, 63 and state life insurance preferred.

Associate Regional Sales Consultant – Retirement Plans

Key skills