Are you ready to make a difference and work for a company that you can be proud of? If you are and you have experience in sales and love financial services, then we have a job for you!
In this position you will work in tandem with the external wholesaler in either a 1:1 or 2:1 ratio building and servicing strong mutually beneficial relationships with our financial intermediary partners. You will be accountable for reacting to territory needs in a timely fashion, following up on proposals issued, and qualification of potential advisor prospects. Below are the specific job responsibilities.
- Develop & implement business strategies with the external wholesaler to engineer & execute marketing themes, programs, and sales strategies to maximize the achievement of territory sales goals
- Contact financial reps to uncover needs, provide solutions, advance the sale, and define next steps in relation to promoting and uncovering new retirement plan sales opportunities
- Bring new financial reps to the distribution channel
- Follow-up with leads, coordinate pre and post sales deliverables, and manage the frequency & consistency of territory support
- Provide a high level of service, product, and industry awareness to incoming territory calls while proactively leveraging sales avenues
- Respond to financial rep & departmental needs based on priorities
- Adhere to the highest levels of integrity and professional conduct