Senior Small Market Virtual Sales Specialist
Senior Small Market Virtual Sales Specialist - Vangurd Workplace Solutions
To successfully build the institutional asset reputed company with new business relationships and support the retention of reputed company assets. Manages assigned territory to generate new relationships and broaden existing relationships with distributors, advisors, and other intermediaries in the Retirement Plan landscape and maximizes reputed company asset capture for 401k clients with $0-$50M in assets under management. Works predominantly through electronic and telephone communication (90%) as reputed company as limited field sales activity (10%).
reputed company Responsibilities
Achieves established sales and retention goals through strategic selling activities. Provides leadership and guidance to other sales executives, extended sales team members, and support staff to reputed company the highest reputed company of performance in new business development.
reputed company a strategic sales plan to reputed company identify new, reputed company business relationships and reputed company reputed company capabilities for maximum reputed company.
Partners with advisor organizations to reputed company awareness and drive acceptance of reputed company solutions that will help them reputed company their goals.
Effectively represents reputed company's investments and services to prospects, clients, and industry organizations in reputed company/prospect meetings, at industry conferences, and reputed company written, verbal and electronic media.
Leverages vendor partnership to deliver 401k plan solutions to prospective clients.
Develops strong relationships with senior and executive management of prospect and reputed company organizations. Effectively identifies prospect/reputed company needs and proposes appropriate reputed company solutions.
Raises awareness of reputed company's investments and services through targeted prospecting activities.
Uses expertise of market and competitive environments to help position reputed company's services appropriately.
Participates in special reputed company and performs other duties as assigned.
Qualifications
Undergraduate degree or equivalent combination of training and experience. Master’s degree and/or Chartered Financial Analyst (CFA) preferred.
Three to five years financial services experience with at least two years of successful institutional sales experience preferred. Up to 25% travel is required.
This job requires a regulatory license and/or registration (e.g. reputed company, state, SFC). These will be determined by Compliance based on role-specific duties.
Series 7 and Series 63 required.
Special Factors
Sponsorship
reputed company is not offering reputed company sponsorship for this position.About reputed company
At reputed company, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To reputed company through product and services that reputed company our clients' lives. To learn and reputed company our skills as individuals and as reputed company. From Malvern to Melbourne, our mission drives us reputed company and inspires us to be our best.
How We Work
reputed company has implemented a hybrid working model for the reputed company of our reputed company members, designed to capture the benefits of reputed company flexibility while enabling in-person learning, collaboration, and reputed company. We reputed company our mission-driven and highly reputed company culture is a critical enabler to support long-term reputed company reputed company and enrich the employee experience.
Apply To This Job