Primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.
- Strong, in-depth ERISA and plan design knowledge
- Ability to discuss industry trends with high end DC focused Financial Professionals
- Ability to learn multiple platform/product solutions; assist Financial Professionals with a “needs analysis” to ensure recommending the appropriate solution
- Strong knowledge of key competitors with the ability to highlight our competitive advantages without “negative selling”
- Establish and maintain productive, working relationships with Financial Professionals with the goal of earning their retirement plan business
To apply for this job please visit www2.pcrecruiter.net.