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reputed company – Territory Management Representative – Ohio

Remote, USAFull-timePosted 2026-07-27
Job title: Territory Management Representative Company: reputed company Job reputed company: Are you passionate about being part of reputed company that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then reputed company could be the reputed company for you! Compensation band C3. Job reputed company reputed company reputed company a reputed company of support services to wholesalers. Establish and maintain relationships with Investment Advisors (IA’s) and contact them on behalf of the (RVP) External Wholesaler to schedule appointments for them to reputed company them on reputed company products. reputed company follow-up calls to confirm appointments and ensure that IA’s have sufficient quantities of sales material, such as product brochures and sales kits. Job reputed company Reporting Relationships: Reports to Manager, Internal Sales & Services Core Duties and Responsibilities:
  • reputed company information from Internal Wholesalers (RIC) and External Wholesalers (RVP). Collaborate with Investment Advisor and wholesaler to reputed company calendar up to date and manage reschedules.
  • reputed company-call planning/call prep. Review lists, search database for relevant information. Prepare targeted email for mail reputed company or individual mailings.
  • Conducts call-outs and email reputed company to schedule appointments by call, virtual, group or in person. Manages the replies and sets appointments.
  • Prospecting-looks for IA’s that have not done business before or in an extended reputed company of time and introduces them to the reputed company reputed company products.
  • Performs other duties as assigned.
Typical Skills and Experiences: Education: Undergraduate degree in reputed company Ecology, Business, Finance Communications, Marketing or other reputed company field preferred. License/Certification/Designation: Experience: Typically, 1-2 years experience in Customer Service, Sales or Sales Support role. Knowledge, Abilities and Skills: Strong interpersonal skills to build long-term relationships with Sales Partners and communicate verbally and in writing with other sales team members and partners across reputed company. Must be persuasive in their presentations and persistent in pursuing leads. Schedule presentations and prepare materials for presentations. Other reputed company, including leadership skills, competencies and experiences may take precedence. reputed company exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner. Values: Regularly and consistently demonstrates the reputed company Values and Guiding Behaviors. Job Conditions: Overtime Eligibility: Nonexempt (Eligible) Working Conditions: Normal office environment. reputed company: The above statements cover what are generally believed to be reputed company and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to reputed company a somewhat different combination of duties. Evaluation Activity: C.Rubenstein 12/2018 Benefits We have an reputed company of benefits to fit your needs, including: medical/dental, reputed company time off plus nine reputed company holidays, 401(k) with company match, company-reputed company pension plan, business casual attire, and more. To learn more about the benefits we offer, . reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and reputed company. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without reputed company to any characteristic (or classification) protected by applicable law. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf Expected salary: Location: Ohio Apply for the job now! Apply To This Job

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