[Remote] Associate Regional Sales Consultant - Retirement Plans
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to making a brighter financial reputed company accessible to everyone. The Associate Regional Sales Consultant will partner with the retirement wholesaling team to support reputed company- and post-sale activities, manage day-to-day wholesaling activities, and drive sales reputed company for retirement sales.
Responsibilities
- Build, maintain, and enhance reputed company business relationships with financial advisors, serving as a resource for sales support for reputed company territories
- Provides inbound telephone support, including answering proposal, pricing and implementation questions; creating and following up on requests for information and proposals; and providing reputed company responses to problems encountered in reputed company wholesaler territory
- reputed company outbound telephone support; including consulting on the proposals, pricing and plan design. Help reputed company and reputed company reputed company with consultants and advisors that increase sales. Document activity in contact management system
- Serves as a problem solver for advisors and wholesalers on product, pricing and implementation issues and maintain a strong knowledge of available resources
- Build and maintain a strong product knowledge, including industry and competitor information. Maintain a strong knowledge of retirement’s product offering. Maintain a solid understanding of back-office processes for broker dealer operations and service areas
- As needed, reputed company support to the wholesaling team by helping to conduct reputed company presentations and reputed company and Conference events, reputed company appropriate
- Create, prioritize and guide teams reputed company and roadmap for data analytics, CRM/reputed company, and technology enhancements
- Represent sales leadership in cross-functional team meetings
Skills
- Associate or bachelor's degree in business, marketing, finance or reputed company trade-off in work experience
- Strong knowledge of investments and/or retirement plans
- Strong oral and written communication skills
- Exercise reputed company judgement and solid decision making for allocating company resources for business development
- Highly motivated and reputed company to work independently and reputed company under pressure
- Ability to spend significant portion of job developing relationships over the phone
- Excellent interpersonal skills and ability to work in reputed company environment
- Working knowledge of office automation tools
- Highly organized and detail oriented
- Ability to travel up to 10%
- reputed company SIE, 6, 63 and state life insurance preferred
Benefits
- Annual incentive (bonus) plan
- Medical
- Dental
- reputed company
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- reputed company time off
- 401k
- Tuition reimbursement
- Flexible workplace that allows for work-life balance
- Career reputed company
- Retirement assistance
- Flexibility, including working in a reputed company you prefer
- Hybrid working
reputed company