Retirement Sales Specialist
Core
Support sales teams and advisors to generate and manage pipelines, close sales, and develop profitable relationships with third-party administrators for retirement plans.
Role type
Sales support specialist (retirement plans)
Builds
Retirement plan sales pipelines and advisor enablement
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Sales pipeline management, prospecting, marketing, pricing evaluation, relationship development, financial product knowledge, regulatory compliance
Preferred skills
FINRA Series 6 and 63 licenses, retirement plan design knowledge, customer service experience, sales experience
Technologies
None stated
Responsibilities
Generate and manage sales pipeline, consult advisors on prospecting and selling methods, evaluate and price prospective business, prepare advisors for client presentations
Seniority
Entry-level to Associate