Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
What You Will Do
- Perform all required sales/service functions such as receiving and responding to RFP proposals submitted by brokers, agents, consulting firms, TPA’s, and financial advisors.
- Interact with these partners and plan sponsors to understand the client’s overall objectives and requirements.
- Contact above mentioned partners on a regular basis to maintain productive relationships, advise of new product and service offerings, and obtain feedback on products and service.
- Prepare and conduct technical/product presentations and demonstrations for potential clients.
- Conduct a variety of presentation seminars on all facets of business including products and strategies.
- Coordinate with local Client Relationship Managers & Regional Directors to implement new plans to assigned accounts/customers.
- Provide feedback to marketing and product design teams for future product enhancements through Regional Vice President.
- Share ideas and partner/client needs throughout all phases of the implementation life cycle.
- Continually prospect for new relationships with brokers, agents, consulting firms, etc.
- Align sales strategies within assigned territory consistent with that of the company.
- Educate the marketplace on core strategies as they are introduced. Other duties as assigned.
What You Will Bring
Bachelor’s degree from a four-year college or university preferred; 4 years related sales experience in the 401k market.
Certifications/Registrations
FINRA Series 6, 63 and applicable state insurance licenses.
What Will Set You Apart
- Comprehensive industry knowledge is essential.
- Demonstrated effective sales, communication, and presentation skills.
- Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook, and LCD projector skills.
- Willingness to travel the majority of the time (60-70%) via air and personal vehicle to go to local meetings with plan sponsors and brokers.
- Normal Office Working Conditions typically from a home office.
What We Offer You
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision, and life insurance.
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
- Tuition reimbursement up to $5,250/year.
- Business-casual environment that includes the option to wear jeans.
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
- Paid volunteer time — 16 hours per calendar year.
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
- Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$97,500.00 - $114,375.00. The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
For remote and hybrid positions: You will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
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