Regional Sales Consultant – Missouri/Midwest, Texas, or West Coast Territories
Core
Drive sales growth and expand retirement plan business by managing advisor relationships and executing strategic business development across assigned regions.
Role type
Senior Regional Sales Consultant (Financial Services)
Builds
Retirement plan solutions and advisor practice growth
Domain
Asset Management / Retirement Planning
Required skills
consultative selling, territory management, relationship management, strategic business development, regulatory guidance, solutioning
Preferred skills
client needs identification, cross-functional collaboration, presentation skills, self-motivation
Technologies
N/A
Responsibilities
Develop and execute regional business plans; identify and pursue new business opportunities with advisors and centers of influence; conduct regular advisor meetings to strengthen relationships and deliver market insights; drive complex sales of retirement plan solutions; maintain expertise in retirement industry trends and regulatory developments.
Seniority
Senior, hands-on IC