Retirement Sales Consultant - Taft-Hartley
Core
Drive new Taft-Hartley business development by managing sales opportunities, proposals, pricing, and intermediary relationships for retirement plans.
Role type
Sales Consultant (Taft-Hartley Retirement Plans)
Builds
Retirement plan solutions (General Account, Custom Stable Value, VEBA Stable Value) for union-sponsored plans
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Taft-Hartley plan expertise, RFP/RFI management, Stable Value product knowledge, intermediary relationship management, Salesforce proficiency, FINRA Series 7 & 63 licensing, insurance licensing
Preferred skills
Experience with RFPs and pricing, Salesforce experience
Responsibilities
Lead RFPs, RFIs, and pricing requests from evaluation to close; Develop competitive proposals and solutions; Coordinate finalist presentations and site visits; Maintain opportunity data in Salesforce; Communicate results to senior management
Seniority
Mid-level IC