Join Our Team.

Generate leads through personal and business contacts, for the sale of retirement plan and investment advisory services to business owners and/or corporate entities.

• Generate leads through personal and business contacts, for the sale of retirement plan and investment advisory services to business owners and/or corporate entities.
• Use networking to gain the trust of centers of influence and to develop multiple referral sources.
• Close new cases utilizing a consultative sales approach.
• Manage ongoing client relationships through periodic communications and annual reviews.
• Manage ongoing relationships with trusted client advisors (accountants, lawyers, investment advisors) through periodic communications and meetings.
• Identify new sales and cross-selling opportunities among existing client relationships.
• Maintain retirement plan knowledge and expertise of retirement plan regulatory and compliance issues and their impact on existing and future business.
• Participate in industry meetings to stay abreast of current trends and services in order to identify new sales opportunities and strategies.
• Maintain tracking system to monitor sales activities on a weekly basis, including initial calls to potential clients, calls to trusted advisors, existing clients, and other sources of referrals or leads or new business opportunities generated from the activities.

EDUCATION/CERTIFICATIONS:

• Undergraduate degree in Business, Finance, Marketing or related field
• Securities registration (Series 6 or 7 and 63) a plus
• Investment advisory license (Series 65) a plus
• MBA or CFA a plus

PROFESSIONAL EXPERIENCE:

• Minimum of five years experience in sales and marketing of financial products, preferably of company retirement plans.
• History of high volume of sales and the acquisition of new clients.
• Experience and success with 401(k) plans, 403(b) plans, and other qualified and non-qualified retirement plans acquired by business owners, not-for-profits and corporations.
• Experience with mutual funds and other retirement plan investment vehicles.
• Knowledge of fiduciary obligations of retirement plan sponsors.
• Some experience with defined benefit pension plans helpful.
• Interest in developing expertise in new marketplaces and fields.
• Experience in developing personal business relationships, in particular networking.
• Experience in utilizing virtual and online networking sites, blogs and other technologies to enhance the development of referral networks.
• Knowledge of retirement plan compliance and regulatory issues.

PERSONAL CHARACTERISTICS:

• Exceptional relationship building skills, including ability to work effectively with trusted client advisors.
• Strong marketing, sales, and negotiation skills that demonstrate leadership, commanding presence, and persuasive ability.
• Strong team leadership skills and understanding of team effort to close.
• Articulate, both in verbal and written communication.
• Achievement orientation, high energy, creative, and optimistic.
• Willingness to travel and spend significant time with prospects and clients.