VP, Retirement Plan Services Mid-Market Sales - Northeast Region
Remote
Job Summary
Prospect, manage, and win new defined contribution plan sales opportunities in the Mid-Market segment ($150MM-$1B) within the Northeast Region. Identify and sell to retirement plan prospects, develop relationships with key plan sponsors, investment advisors, and consultants, and lead the sales process for assigned opportunities. Manage the sales opportunity pipeline, negotiate services, and coach team members to optimize presentation effectiveness. Achieve monthly territory development activity goals while maintaining accurate Salesforce data and providing timely updates to leadership. Collaborate with internal partners to identify leads for other business lines and promote cross-engagement opportunities.
Required Qualifications
- Bachelor's degree or equivalent experience
- Series 7 license
- Series 63 license
- Client facing sales experience
- Familiarity with advisors and benefit consultants within defined territory
- Qualified and non-qualified plan marketplace knowledge
- competitor insight
- Experience with Salesforce CRM
Desired Qualifications
- postgraduate degree
- certification
- Client service focus
- track record of exceeding client expectations
- Excellent listening, communication, and interpersonal skills
- Competence leveraging technology to interact and present virtually
- Ability to position services and develop creative solutions to positively influence decision-making and outcomes
- Capacity to develop relationships and influence individuals at all levels within an organization, from entry-level to senior executives
- Effective organizational skills to handle multiple assignments simultaneously, manage through issues, and meet deadlines
- experience working with intermediaries
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