Retention Sales Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Take full ownership of the sales process for large, mega, and not-for-profit at-risk plans.

• Collaborate proactively with relationship management to pinpoint at-risk plans and position Empower for relationship retention.

• Partner with leadership and relationship management teams to identify clients that are at risk.

• Attend committee meetings with relationship managers prior to RFPs to gain insights into client needs, objectives, and sensitivities.

• Develop and implement sales strategies aimed at ensuring client retention.

• Position Empower and Empower Investment product offerings to improve participant outcomes.

• Leverage internal resources to guarantee client satisfaction and retention.

• Oversee the RFP response process.

• Lead finalist presentations, which include team assembly, preparation, and delivery.

• Manage contract negotiations, involving leadership and relationship management as necessary.

• Record all activities and strategies in Salesforce.

• Collaborate with internal departments that support recordkeeping, LMN leadership, relationship management, participant communications and education, and Empower Investments.

• Own the sales strategy from initiation to completion, including successful RFPs, finalist presentations, site visits, and contract negotiations.

⛳️ Requirements

• Bachelor’s degree.

• Over 10 years of experience in the recordkeeping industry.

• In-depth knowledge of Empower recordkeeping.

• Experience in relationship management and sales within the recordkeeping sector.

• FINRA Series 6 and 63 certifications are required within specified timelines.

• Applicants must be authorized to work for any employer in the U.S.

• No employment visa sponsorship or sponsorship transfers, including CPT/OPT.

• For remote roles, a reliable high-speed internet connection with a wired setup is necessary.

• Acceptable internet service includes fiber, cable, or DSL.

• A home workspace that minimizes disruptions is required.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• Retirement savings through a 401(k) plan with generous company matching contributions (up to 6%).

• Access to financial advisory services.

• Potential for company discretionary contributions.

• A broad investment lineup.

• Tuition reimbursement of up to $5,250 per year.

• A business-casual work environment, including the option to wear jeans.

• Generous paid time off upon hiring.

• A paid time off program.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time of 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability benefits.

• Family and Medical Leave (FMLA).

• Participation in Business Resource Groups (BRGs).

• A flexible work environment.

• Necessary computer equipment provided for remote and hybrid roles.