Institutional Sales Director - Growth Market
Core
Drive new retirement plan sales and market-share growth across the nonprofit marketplace (healthcare, higher education, associations, etc.) via direct sales and intermediary distribution.
Role type
Senior IC Institutional Sales Director
Builds
Retirement plan business for tax-exempt and mission-driven organizations
Domain
Financial Services / Retirement Planning
Required skills
Territory management, prospecting, intermediary relationship management, sales execution, pipeline management, RFP handling, negotiation, CRM management
Preferred skills
Business acumen, consultative communication, deals strategy, practice management strategy
Technologies
CRM
Responsibilities
Develop and execute annual territory growth plans, build and maintain a qualified pipeline, conduct prospect discovery and strategy development, lead sponsor and intermediary sales meetings, manage RFP and proposal processes, negotiate business terms, coordinate internal approvals, transition sales to implementation, build intermediary coverage plans, segment high-producing advisors, educate intermediaries on capabilities, generate referrals, and participate in joint prospecting initiatives.
Seniority
Senior, hands-on IC