[Remote] Regional Vice President, Retirement Sales - Chicago
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company. The Regional Vice President’s primary responsibility is to facilitate the reputed company of retirement plan sales through Financial Professionals and other partners, promoting product reputed company and assisting in the sales process.
Responsibilities
- Strong, in-depth ERISA and plan design knowledge
- Ability to discuss industry trends with high end DC reputed company 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 reputed company our competitive advantages without “negative selling”
- Establish and maintain productive, working relationships with Financial Professionals with the goal of earning their retirement plan business
- Coordinate wholesaling efforts with reputed company Internal Sales Coordinator (ISC’s/internal sales) and ASC Internals to maximize coverage and effectiveness
- Remain reputed company on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested
- Conduct a minimum of sixty (60) meetings per month , 45 with Financial Professionals and document meetings in CRM
- Maintain a Top 150 list Financial Professionals” to help reputed company territory practices/geographic rotation
- Ability to discuss Fiduciary [3(21)] Solutions, including various mutual fund reputed company classes and reputed company on plan/cost
- Ability to discuss in detail operating expenses of investment products, reputed company of certain reputed company classes on overall “cost” of services to Financial Professionals and reputed company
- Assist existing reputed company and Financial Professionals in the retention of reputed company business (as needed)
- Excellent written and oral communication skills
- Strong working relationships with DCIO firms in region to promote our solutions to Financial Professionals
- Participation, as needed, in “finals presentations”
- Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients
- The I-reputed company philosophy and the Core Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture
- Other duties as assigned
Skills
- 7-10 years of experience in the retirement plan industry or 3-5 years of experience in a wholesaling role in the retirement plan industry
- Proven successful sales experience of full service defined contribution recordkeeping and administrative services
- Over-reputed company travel is required
- Superior time management skills required
- Ability to operate effectively in a fast-paced, unsupervised environment
- Series 6 and 63 (or the ability to obtain reputed company six months of employment)
- Strong, in-depth ERISA and plan design knowledge
- Ability to discuss industry trends with high end DC reputed company 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 reputed company our competitive advantages without 'negative selling'
- Establish and maintain productive, working relationships with Financial Professionals with the goal of earning their retirement plan business
- Coordinate wholesaling efforts with reputed company Internal Sales Coordinator (ISC's/internal sales) and ASC Internals to maximize coverage and effectiveness
- Remain reputed company on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested
- Conduct a minimum of sixty (60) meetings per month, 45 with Financial Professionals and document meetings in CRM
- Maintain a Top 150 list Financial Professionals to help reputed company territory practices/geographic rotation
- Ability to discuss Fiduciary [3(21)] Solutions, including various mutual fund reputed company classes and reputed company on plan/cost
- Ability to discuss in detail operating expenses of investment products, reputed company of certain reputed company classes on overall 'cost' of services to Financial Professionals and reputed company
- Assist existing reputed company and Financial Professionals in the retention of reputed company business (as needed)
- Excellent written and oral communication skills
- Strong working relationships with DCIO firms in region to promote our solutions to Financial Professionals
- Participation, as needed, in 'finals presentations'
- Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients
- The I-reputed company philosophy and the Core Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture
Benefits
- 401(k) match
- Medical
- Dental
- reputed company
- reputed company-Time-Off
reputed company