Responsible for selling the organization's bundled and unbundled retirement programs within an assigned territory and for meeting sales goals in accordance with company objectives for institutional market sales.
Requirements
- Prospect for new clients within assigned territory and achieve sales goals.
- Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry.
- Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor.
- Participate in proactive marketing campaigns.
- Manage a territory of target prospects.
- Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
