Senior Retirement Plan Consultant

Responsibilities

• Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
• Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
• Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Requirements

• 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management.
• Knowledge of retirement products (401k and 403b plans).
• Driven to make outbound cold calls into prospective clients.
• Demonstrated cold calling sales ability.
• Able to effectively communicate.
• Strategic thinker who can work independently.
• Strong Relationship management building skills.

Preferred Qualifications

• Bachelor’s degree.

Pay

Competitive base salary
Quarterly uncapped commission structure
Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions
Parental Leave: 8 weeks fully paid
Paid time off: 20 days plus two floating personal holidays

Schedule

Remote - Indiana / Kentucky