Director, Business Development NWPS

Responsibilities

• Build and maintain relationships with financial advisors
• Identify and engage retirement plan specialists in territory
• Educate financial advisors on service benefits through meetings and presentations
• Develop and implement business plans to achieve sales goals
• Present sales activities in weekly meetings
• Maintain Salesforce activity logs for tracking engagement
• Manage expenses within allocated budget

Qualifications

• Bachelor's degree in Finance or related field
• Minimum two years of experience in financial services
• Five years of preferred experience in retirement plan services
• Strong interpersonal skills
• Solid understanding of retirement plan industry principles

Benefits

• Comprehensive medical, dental, and vision insurance
• Life and critical illness insurance
• Disability benefits
• Retail savings plan
• Paid time off including vacation and parental leave