Internal Wholesaler

About the position

This position is responsible for providing support to external Retirement Sales Consultants by providing prospect related documents for new business opportunities to Retirement Sales Consultants and the wholesale networks (Wholesalers, Advisors, Brokers, and TPAs) they serve. Also, responsible for assisting Relationship Teams with various client and plan related updates.

Responsibilities

• Work in partnership with Retirement Sales Consultants to conduct prospecting calls and meetings in your territory, request/prepare proposals, lineups, investment program model returns, RFPs, and fee benchmarking reports.
• Develop a working knowledge of the CRM and create/maintain pipeline management.
• Partner with external Retirement Sales Consultants to solicit and bring in new financial advisors/TPAs/Wholesaler's relationships to the distribution channel.
• Assist in maintaining and building business relationships by responding professionally and timely to inquiries from network contacts.
• Follow-up with leads, coordinate pre and post sales deliverables with network contacts.
• Conduct sales activities, i.e., cold call and email; to potential clients utilizing marketing materials to assist in ongoing sales generation alongside the Retirement Sales Consultant.
• Assist Retirement Sales Consultant in keeping abreast of changes in the marketplace, and other pertinent industry data.
• Serve as a liaison between the Retirement Sales Consultant and other internal departments throughout the sales process.

Requirements

• Four or more years of experience in accounting or business field or applicable experience in retirement industry.
• Excellent written/oral communication, organization, and customer service skills required.
• High level of commitment to accuracy and detail, strong analytical skills.
• Ability to maintain professional working relationships with internal and external clients.
• Proven ability to adapt to a fast paced, changing environment.
• Ability to prioritize and independently manage multiple, concurrent tasks while meeting deadlines.

Benefits

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.