Essential Duties and Responsibilities
- Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory.
- Identify, qualify and engage with retirement plan specialist advisors in territory.
- Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory.
- Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows.
- Developing and implementing business plans for the territory to deliver on sales goals.
- Presents sales activities at weekly meetings.
- Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity.
- Achieve territory sales goals.
- Manages expense account within allotted budget.
- Performs other duties and responsibilities as assigned.
Knowledge of
- Fundamental concepts, principles and practices of the company sponsored retirement plan industry.
- How to build trusted relationships with partners and financial advisors.
Skill in
- Identifying the needs of plan sponsors through effective questioning and listening techniques.
- Supporting advisors in efforts to grow their business.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Analyzing business processes and identifying process improvement opportunities.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
- Represent the company in a highly professional manner.
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Develop and maintain effective working relationships with team members, internal partners, and external parties.
- Assimilate and prioritize strategies into operational guidelines.
- Work independently as well as collaboratively within a team environment.
- Establish clear directions and priorities.
License/Certifications
- None
Compensation
No compensation details provided.
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