Regional Wholesaler - Retirement Solutions (RVP - Corporate/Private Sector)
Core
Sell Nationwide retirement plan investment products through financial intermediaries to retirement plan sponsors in the Midwest.
Role type
Regional Wholesaler (RVP)
Builds
Retirement plan business for corporate/private sector clients
Domain
Financial services / Retirement planning
Required skills
FINRA Series 6/7/63/65, State Life/Annuity Insurance Agent licenses, 5+ years 401(k) retirement plan experience, relationship management, financial product education, proposal preparation, industry conference participation, Microsoft Office, Seibel CRM
Preferred skills
CLU, ChFC, FLMI, CFP, ASPPA designations, undergraduate degree in business/finance, direct 401(k) sales experience, retirement plan industry background
Technologies
Seibel CRM, Microsoft Office (Word, PowerPoint, Excel)
Responsibilities
Identify and build relationships with advisors and third-party administrators; Educate Investment Professionals on retirement plan business; Coordinate with corporate staff to prepare proposals and closing paperwork; Promote products to drive profitable growth; Assist in asset retention and servicing; Participate in industry-wide and broker/dealer conferences; Manage territory and coordinate with other distribution systems
Seniority
Mid-Senior level, individual contributor