Regional Sales Director 401k
Hispanic Alliance for Career Enhancement, Phoenix, AZ, United States
The Regional Sales Director is a retirement plan wholesaler responsible for developing relationships with insurance brokers, agents, consulting firms, TPAs and financial advisors to prospect, prepare and present 401(k) proposals, resulting in sales of pension products.
What you will do
Perform all required sales/service functions such as receiving and responding to Requests for Proposals (RFP) submitted by brokers, agents, consulting firms, Third-Party Administrators (TPA) and financial advisors.
Build and maintain relationships with partners and plan sponsors to understand the client's overall objectives and requirements.
Prepare and conduct technical/product presentations and demonstrations for potential clients.
Coordinate with local Client Relationship Managers & Regional Directors to coordinate new plan implementation to assigned accounts/customers.
Provide feedback to marketing and product design teams for future product enhancements through Regional Vice Presidents.
Continually prospect for new relationships with brokers, agents and consulting firms.
What you will bring
Bachelor's degree in business or related field.
Comprehensive retirement industry knowledge is required.
Demonstrated effective sales, communication, and presentation skills.
Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook, and projector skills.
Ability to travel majority of the time (60-70%) via airline travel to various states as well as use personal vehicle to attend local meetings with plan sponsors and brokers.
FINRA Series 6, 63 and applicable state insurance licenses.
What will set you apart
4 years' related sales experience in the 401(k)-market preferred.
Working Conditions For remote and hybrid positions you must provide reliable high-speed internet with a wired connection and a suitable work environment at home. If a home environment is not available, the role may require office attendance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
What we offer you
Medical, dental, vision and life insurance.
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
Tuition reimbursement up to $5,250/year.
Business‑casual environment that includes the option to wear jeans.
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
Paid volunteer time - 16 hours per calendar year.
Leave of absence programs - including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA).
Business Resource Groups (BRGs) focus on inclusion and collaboration across the business and our communities.
Base Salary Range $97,500.00 - $114,375.00.
Sales positions are eligible for sales incentives and may receive a bonus plan, whereby total compensation may far exceed base salary depending on performance. Compensation may vary by location and experience.
Equal opportunity employer • Drug‑free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
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What you will do
Perform all required sales/service functions such as receiving and responding to Requests for Proposals (RFP) submitted by brokers, agents, consulting firms, Third-Party Administrators (TPA) and financial advisors.
Build and maintain relationships with partners and plan sponsors to understand the client's overall objectives and requirements.
Prepare and conduct technical/product presentations and demonstrations for potential clients.
Coordinate with local Client Relationship Managers & Regional Directors to coordinate new plan implementation to assigned accounts/customers.
Provide feedback to marketing and product design teams for future product enhancements through Regional Vice Presidents.
Continually prospect for new relationships with brokers, agents and consulting firms.
What you will bring
Bachelor's degree in business or related field.
Comprehensive retirement industry knowledge is required.
Demonstrated effective sales, communication, and presentation skills.
Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook, and projector skills.
Ability to travel majority of the time (60-70%) via airline travel to various states as well as use personal vehicle to attend local meetings with plan sponsors and brokers.
FINRA Series 6, 63 and applicable state insurance licenses.
What will set you apart
4 years' related sales experience in the 401(k)-market preferred.
Working Conditions For remote and hybrid positions you must provide reliable high-speed internet with a wired connection and a suitable work environment at home. If a home environment is not available, the role may require office attendance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
What we offer you
Medical, dental, vision and life insurance.
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
Tuition reimbursement up to $5,250/year.
Business‑casual environment that includes the option to wear jeans.
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
Paid volunteer time - 16 hours per calendar year.
Leave of absence programs - including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA).
Business Resource Groups (BRGs) focus on inclusion and collaboration across the business and our communities.
Base Salary Range $97,500.00 - $114,375.00.
Sales positions are eligible for sales incentives and may receive a bonus plan, whereby total compensation may far exceed base salary depending on performance. Compensation may vary by location and experience.
Equal opportunity employer • Drug‑free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
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