Job Description
This position supports the Virginia Market and will need to live in that location.
Responsibilities
- Prospect for new clients within assigned territory and achieve sales goals.
- Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry.
- Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor.
- Participate in proactive marketing campaigns.
- Manage a territory of target prospects. Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory.
Qualifications
Bachelorâs degree or equivalent work experience; Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products. FINRA Series 6 & 63, with the ability to complete Series 7 within first 6 months of hire.
Preferred Qualifications
Established relationships with retirement advisors, consultants and plan sponsors.
Working Conditions
Extensive travel required, including overnight travel.