As an RVP- Large Markets you will be responsible for selling the organization s bundled and unbundled retirement programs within an assigned territory and for meeting sales goals in accordance with company objectives for institutional market sales.
What Success Looks Like:
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.
What You Need:
Bachelor s 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.
Established relationships with retirement advisors, consultants and plan sponsors.
Extensive travel required, including overnight travel.
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