Director of Sales - Retirement Solutions (North Carolina)
Core
Drive retirement plan sales by partnering with local financial advisors and third-party administrators to promote defined contribution and defined benefit products for plans with 0-10M or 0-25M AUM.
Role type
Senior sales director (retirement solutions)
Builds
Retirement plan sales pipelines and client relationships
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement sales, relationship building with financial advisors, portfolio construction knowledge, capital markets understanding, FINRA Series 6/63 licensing, non-qualified plan expertise
Preferred skills
Defined benefit product knowledge, ESOP experience, third-party administrator relationships
Responsibilities
Call on advisors to promote defined contribution and defined benefit products, build relationships with financial advisors and third party administrators, collaborate with relationship management to pursue sales opportunities
Seniority
Senior, hands-on IC