Regional Wholesaler (RVP) - Retirement Solutions (Corporate/Private Sector)
Core
Sell Nationwide retirement plan investment products through financial intermediaries to retirement plan sponsors in Northern California and Nevada.
Role type
Regional Wholesaler (RVP)
Builds
Retirement plan business growth via advisor relationships
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Relationship management, proposal preparation, industry conference participation, territory management, financial data analysis, state continuing education instruction
Preferred skills
401(k) business experience, direct sales experience, investment professional background
Technologies
Seibel CRM, Microsoft Office (Word, PowerPoint, Excel)
Responsibilities
Identify and build relationships with advisors and third-party administrators; coordinate with corporate staff to prepare proposals and presentations; promote products to drive profitable growth; assist in asset retention via field visits; participate in industry conferences and group meetings; manage territory distribution systems
Seniority
Mid-Senior level, individual contributor