Participant Retirement Sales Specialist
$65,000–$85,000 year
HybridCharlotte, North Carolina, United States
Job Summary
Conduct group and individual meetings on-site at Regional Offices to support the rollout and enrollment of participants in newly established 401k and 403b plans. Follow up on direct mail, advertising, and website leads forwarded to the regional office, while actively networking and prospecting new participants to expand the product suite. Enhance relationships with current participants by cross-selling individual products, increasing enrollment and contributions, and acting as a financial liaison on investment alternatives. Collaborate with colleagues to present the service model to prospects and coordinate client service matters with local Regional Office staff and home office departments.
Required Qualifications
- At least two years of sales experience or equivalent industry experience
- Experience in presenting in a group setting to a variety of size groups
- Individual sales experience
- General business acumen with strong motivation and communication skills
- Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment
- Active State Life Insurance License (in all states covered) required or obtained within 180 days of employment
- Valid driver's license required
Desired Qualifications
- Bachelor's degree preferred
- CRPS designation preferred
- Knowledge of products underwritten by the company (401k and 403b retirement plan)
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