Core Account Manager- 401K Sales Delivery
About The Position
This role is designed for someone who enjoys being involved in the pursuit of new Workplace Investing clients in a fast-paced and unpredictable environment. If you’re energized by being part of a hard-working, creative and collaborative team that loves to win, this role is for you. This Core Account Manager role is part of the WI Sales SOAR (Sales Optimization Acceleration and Retention) group that is a part of Workplace Investing Sales. SOAR drives efficient, innovative, creative ways to win new sales and deepen client relationships to increase economic vitality while gaining loyal customers. This role will partner with Account Executives to serve advisors and prospective clients in the Mid-Market ($50M-$100M) focused primarily on Defined Contribution but will also assist with other products such as Health Savings Accounts, Nonqualified Defined Contribution and Managed Account services. This role is designed to work collaboratively with Sales Account Executives to facilitate the end-to-end sales process with prospective clients in an effort to win new business.
Requirements
- Bachelor’s Degree or equivalent with 7 years’ experience / Master’s Degree or other advance degree a plus
- Knowledge of defined contribution, nonqualified, workplace benefits and/or financial services industry
- Strong understanding of financial advisors and/or third-party administrators
- Experience working with sales teams or in collaborative partnerships
- Advanced investment product knowledge
- Effectively build and maintain relationships
- Series 7 and 63 Required or attained in 90 days
- Minimal travel requirement (<5%)
- Outstanding attention to detail
- Ability to take initiative in ownership of client deliverables
- Strong project management skills
- Excellent written and verbal communication skills
- Ability to thrive in a very fast-paced demanding environment
- Strong organizational and time management skills
- Solid collaboration skills and interpersonal skills to communicate effectively with business partners and team members at all levels of the organization
- Strong individual contributor within a team environment
- Creative problem-solving skills
- Intuition for business ability and desire to learn and upgrade knowledge of industry/regulatory trends that impact retirement plan design and the impact to plan sponsors and participants
Responsibilities
- Engage with advisors and clients in all phases of the sales process and implementation handoff
- Provide support from initial pricing through Implementation. Managing the proposal activities and sales process for new business opportunities including developing responses, planning, organizing timeline and project deliverables
- Perform client data analysis to support the positioning of our products value in the sales process.
- Manage and maintain responses to improve proposal drafts and proposal database
- For sold plans, engage Implementation following plan audit of assets, participant count, and plan features
- Proactively manage the sales hand-off process for new business within critical project deadlines
- Provide consultation to sales, advisors and plan sponsors regarding available fund and investment options including managed account services
- Address and resolve any inquiries and issues identified by Implementation and/or advisors related to sold plans
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
