Business Development Specialist - DCIO/Workplace Retirement
Core
Generate new business and retain assets within the retirement plan ecosystem by building relationships with retirement plan advisors, consultants, and centers of influence.
Role type
Business Development Specialist (DCIO/Workplace Retirement)
Builds
Retirement plan business and asset retention for American Century Investments
Domain
Financial Services / Asset Management / Retirement Planning
Deliverable
client delivery
Required skills
consultative selling, relationship building, competitive advantage communication, objection handling, regional travel management
Preferred skills
Senior Internal/External Wholesaler experience, Salesforce CRM proficiency, investment data analysis, LinkedIn usage
Responsibilities
Develop and maintain relationships with retirement plan ecosystem contacts to drive new business; Identify business opportunities and conduct in-depth meetings on investment strategies; Collaborate with Regional Retirement Consultants and investment management teams to drive sales; Communicate firm's competitive advantages and persuade prospects; Travel regionally and nationally to meet client objectives