Regional Sales Director - Tax-Exempt Markets
November 5
Description
• Responsible for revenue growth through new Plan Sponsor sales in assigned territory through intermediaries • Plan, develop, present, negotiate and close highly effective retirement solutions to prospective Plan Sponsors and/or Pension Consultants/Advisors • Identify and build relationships with potential key stakeholders/decision makers at the plan level(sponsor and/or advisor) • Assemble and direct the team in the development of the RFP (Request For Proposal), the site visit, the finals presentation, and contract close • Effectively transition new stakeholder relationships to the field and Relationship Managers • Review and update intelligence on plan opportunities within assigned territory
Requirements
• Bachelor’s degree in business or related field preferred • 5 years' experience in the financial services industry • Excellent oral and written communication skills are required • FINRA Series 6, 63 and 26 licenses or ability to obtain within 90 days of hire • FINRA fingerprinting upon hire • Ability to travel the majority of the time, including overnight travel
Benefits
• 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.
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