Reg Retirement Consultant
Core
Partner with Senior Retirement Consultants to drive growth in the defined contribution marketplace by executing sales strategies and managing relationships with retirement plan advisors and TPAs.
Role type
Regional Retirement Consultant (Sales & Business Development)
Builds
Investment solutions and retirement strategies for defined contribution plans
Domain
Financial Services / Retirement Planning / Defined Contribution
Deliverable
client delivery
Required skills
sales acumen, consultative relationship management, retirement industry knowledge, outbound sales execution, CRM utilization, territory management
Preferred skills
background in asset management, DCIO distribution, corporate 401(k) sales, recordkeeping, TPA sales
Technologies
CRM tools
Responsibilities
Partner with Senior Retirement Consultants to execute territory business plans and sales strategies; Conduct proactive outbound sales calls to retirement plan advisors and consultants; Develop and execute targeted email campaigns to drive engagement and sales opportunities; Identify and qualify new business opportunities in the defined contribution marketplace; Provide consultative support to 401(k) advisors on investment capabilities; Coordinate meetings and follow-up activities for the external sales team; Support retention and asset growth initiatives within existing relationships.
Seniority
Individual Contributor, Sales