Institutional Retirement Plan Sales Director (MT/Midwest region)
About The Position
As the Retirement Plan Sales Director, you will develop, implement and maintain a complex relationship management business plan to achieve profitable sales, growth, and retention goals for large/complex targeted group clients in the Mountain region. You will develop, maintain and execute complex client relationship plans to ensure clients’ overall service needs are satisfied and achieve all business/profitability objectives. You will act as a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction & retention. You will build, enhance and maintain effective relationships with complex client organizations to ensure a high level of client satisfaction & increase sales revenues & profitability. You will identify clients with retention risk and develop and execute complex plans to retain clients. You will develop & maintain complex plans to support retention sales & product breadth growth within existing clients. You will profile territory of complex clients to identify which firms may be interested in LFG offerings & target executives with whom to build relationships. You will serve as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services & operational structure. You will participate in financial services &/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship &/or speaking opportunities. You will support retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholders. You will meet or exceed all department and/or sales goals/targets.
Requirements
- 5+ Years experience in sales and/or relationship management of Defined Contribution plans that directly aligns with the responsibilities for this position
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- FINRA S6, S63, Life & Health within 180 days of hire
- Confident, comfortable communicator with strong written and verbal communication skills
- Demonstrates ability to communicate knowledgeably and credibly with internal/external senior management
- Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
- Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approaches
- Ability to travel 50%
Nice To Haves
- Strong working knowledge of retirement plan ERISA rules and regulations
Responsibilities
- Develops, maintains and executes complex client relationship plans to ensure clients’ overall service needs are satisfied and achieve all business/profitability objective
- Act as a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction & retention
- Builds, enhances and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction & increase sales revenues & profitability
- Identifies clients with retention risk and develops and executes complex plans to retain clients
- Develops & maintains complex plans to support retention sales & product breadth growth within existing clients
- Profiles territory of complex clients to identify which firms may be interested in LFG offerings & targets executives with whom to build relationships
- Serves as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services & operational structure
- Participates in financial services &/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship &/or speaking opportunities
- Supports retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholders
- Meets or exceeds all department and/or sales goals/targets
Benefits
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
