The Vice President, Sales Director will identify and cultivate prospective clients, prepare and deliver new business presentations, and close sales of retirement plan products and services. This position may assist in maintaining client relationships, perhaps with relationship management staff and/or plan administration staff and may develop/maintain relationships with pension consultants or intermediaries. The Vice President, Sales Director may provide guidance to more junior staff, but has no formal supervisory responsibility.
Strategic territory development for assigned territory
Selling qualified defined contribution, qualified defined benefit, and nonqualified (DB and DC) bundled retirement services through intermediaries
Attaining minimum sales production measured in terms of revenue sold
Attaining consistent demonstrated success selling as measured by close ratios
Effectively utilizing internal sales resources
Developing and fostering broad and supportive relationships with intermediaries in the sales territory.
Qualifications
Minimum of 3 years of experience selling defined contribution bundled retirement solutions strongly preferred
Minimum of 5 years and preferably 10 years of experience related to the retirement business
An established network of relationships with intermediaries in the assigned region
Demonstrated ability to develop key internal partner relationships
Demonstrated ability to seek out and develop new intermediary relationship
Demonstrated ability to strategically develop a sales region
A proven track record of retirement plan sales
Must be willing to travel up to 50% of the time
FINRA series 6 or 7 and 63 required within 120 days of hire State insurance license preferred.
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