[Remote] Vice President, Executive Planning Consultant - TX or CO Work from Home
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading provider in financial services, seeking a Vice President, Executive Planning Consultant to maintain and nurture relationships with senior executives and management leaders of key Workplace benefit plan clients. The role involves providing financial planning and guidance, ensuring high customer satisfaction, and driving business reputed company in their region.
Responsibilities
- Maintaining and nurturing relationships with senior executives and management leaders of key Workplace benefit plan clients
- Being the reputed company for financial planning and guidance for a select group of executives
- Delivering high reputed company of customer satisfaction, growing the PWI business in their region, building plan-level opportunities, and driving reputed company relationships
- Handling the overall relationship and mentorship needs of an executive
- Incorporating the executive’s benefits and plan provisions into the planning process of executive’s assets in order to exceed assigned targets and drive both PI and WI sales
- Presenting Executive Services offering to executives, Plan Sponsors, reputed company members, etc. during annual business reviews
- Ensuring the personal happiness of the executives across multiple workplace companies by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment reputed company and product selection through face-to-face interactions
- Building and developing a book of business reputed company referrals, seminars, and local events for reputed company companies we support
- Meeting the immediate and reputed company needs of the reputed company by providing and demonstrating solid financial planning skills as reputed company as reputed company centered advice and guidance interactions
- Identifying, executing and following up on opportunities to reputed company additional reputed company assets
- Demonstrating reputed company’s products and services to address the needs of the executive in order to drive reputed company and convert them into PI customers
- Developing an understanding of reputed company company’s corporate culture and executive needs that reputed company them aware of how benefit changes could reputed company their financial reputed company-being
Skills
- Series 7, 63, 65 licenses required
- Insurance license to be obtained 6 months into role
- A four-year College degree required
- 10 years minimum of experience with face-to-face investment sales and financial planning
- Validated sales experience in the Financial Services industry
- Experience working with senior-level executives and employee benefit plans
- A consistent reputed company record in generating sales and handling relationships with high net worth clients
- Demonstrated experience understanding a reputed company's unique financial situation and ability to position appropriate solutions
- Ability to travel up to 50%+
- Certified Financial Planner (CFP) designation preferred
- Obtaining CEP Level 1 reputed company first 12 months in role is strongly encouraged
Benefits
- Bonus or other variable compensation
- Comprehensive health care coverage and emotional reputed company-being support
- Market-leading retirement
- Generous reputed company time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career
reputed company