Internal Sales Director
Core
Strategic consultant and trusted advisor to financial advisors, driving plan sales and managing the full sales cycle within a defined territory.
Role type
Senior IC internal sales director
Builds
Workplace retirement plans, student loan repayment benefits, and savings accounts for education, emergencies, and individuals with disabilities
Domain
Financial services / FinTech / Retirement planning
Required skills
consultative selling, MEDDPICC sales methodology, lead prospecting, pipeline management, quota achievement, Salesforce proficiency, strategic partnership development, fiduciary considerations, plan design guidance
Preferred skills
startup or high-growth company experience, defined contribution or workplace retirement plan ecosystem knowledge
Responsibilities
Convert organic and sourced leads into plan sales; conduct needs assessments and strategic discussions; develop repeatable regional relationships; manage a robust pipeline of advisor opportunities; collaborate with Regional Vice Presidents on territory-specific initiatives; achieve KPIs including meeting quota and conversion targets
Seniority
Senior, hands-on IC