Regional Vice President (NQ Plan Sales)
WE Inspire. Promote. Network. (WIPN) · Texas, United States · 2 days ago
Business DevelopmentFull-time
Job Summary
Responsible for growing Newport’s distribution of non-qualified retirement plan services, institutional life insurance programs (COLI, BOLI, ICOLI, etc.) and fiduciary services by developing relationships with advisors and third parties who have access to the C-Suite of corporations in the U.S. and consulting with advisors to help grow their business through the implementation of Newport Institutional Solutions products and services as well as cross sell other Newport/Ascensus products and services.
About the Role
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Responsibilities
- Develop relationships with advisors and third parties who have access to the C-Suite of corporations in the U.S.
- Consult with advisors to help grow their business through the implementation of Newport Institutional Solutions products and services as well as cross sell other Newport/Ascensus products and services.
Requirements
- Proven track record of success in sales and relationship management
- Experience in the financial services industry, particularly in the areas of retirement plans, institutional life insurance, and fiduciary services
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Passion for helping advisors grow their businesses
Qualifications
- Bachelor's degree in Business Administration, Finance, or related field
- Minimum 5 years of relevant experience in sales and/or relationship management
- Preferred certifications in financial planning, retirement plan administration, or similar fields
Skills
- Exceptional communication and interpersonal skills
- Ability to build and maintain strong client relationships
- Strong organizational and time management skills
- Proficiency in Microsoft Office Suite
Benefits
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Pay
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Schedule
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Benefits
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