Bsa Jobs

About The Position

Requirements

• Broad knowledge of such fields as accounting, marketing, business administration, finance, etc.
• Equivalent to a four year college degree, plus 19 to 23 months related experience and/or training, or equivalent combination of education and experience.
• Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
• Ability to read, analyze, and understand general business/company related articles and professional journals; ability to speak effectively before groups of customers or employees.
• Ability to write reports, business correspondence, and policy/procedure manuals; ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to read, analyze, and understand common scientific and technical journals, financial reports, and legal documents; ability to respond to complex or difficult inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
• Ability to use common sense understanding in order to carry out detailed written or oral instructions.
• Ability to deal with problems involving a few known variables in situations of a routine nature.
• Basic: Contact Management, Spreadsheet, Word Processing/Typing
• Nineteen (19) to twenty-three (23) months of related experience and/or training
• Must have extensive knowledge of the practices and regulations that govern the retirement industry and the implications of federal, state, and local regulations affecting employer-sponsored retirement plans and self-directed IRAs
• Must have extensive knowledge of industry issues and competitive products/services
• Must be able to work and influence other groups and departments to ensure a smooth rollout, onboarding, and management of accounts
• Must have the ability to gather, arrange, compile, interpret, analyze, summarize, and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions
• Must have a solid knowledge of overall retirement & custodial services and operations; Must be able to be results oriented with demonstrated ability to achieve organizational and business goals and objectives

Responsibilities

• Utilizes company products and services for the designated target population and geography to meet monthly goals and sales activity.
• Generates a robust business pipeline and manages it to ensure effectiveness.
• Analyzes the industry landscape for industry-specific insights and opportunities with the ability to turn those insights actionable.
• Facilitates training opportunities for internal and external partners to ensure knowledge and understanding of GoldStar solutions.
• Researches and compiles competitors' product offerings to identify and articulate competitive advantages.
• Maintains updated product knowledge and the effect of industry trends independently and through attendance at educational events.
• Demonstrates proficient knowledge of GoldStar's solutions and effectively educates customers on the features, benefits, and value propositions related to each product.
• Manages relationships of assigned business providers, including educating providers on GTC policies and procedures, servicing existing businesses, and monitoring future growth opportunities to expand the relationship.
• Creates and delivers tailored sales presentations, pricing, and cost analysis based on prospects business strategy and position within the industry.
• Develops a strong relationship with existing customers and centers of influence to retain and develop new business through various channels.
• Communicates professionally and accurately to customer service inquiries and concerns in a timely manner.
• Supports in the development and maintenance of proper procedures, policies, and systems to assure compliance and customer satisfaction with retirement products.
• Completes required BSA/AML training and other compliance training as assigned.
• The ability to work in a constant state of alertness and in a safe manner.
• Perform any other related duties as required or assigned.