Retention Sales Director

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

📋 Description

• Take charge of and implement the retention strategy for Mid-Large Corporate and Taft-Hartley clients

• Proactively assess, quantify, and address retention risks

• Create and execute action plans at the sponsor level in collaboration with Relationship Management

• Oversee all components of due diligence events, including RFI/RFP strategy, execution of responses, finalist presentations, and contract negotiations

• Develop and implement loyalty and engagement initiatives

⛳️ Requirements

• Bachelor’s degree

• Over 10 years of experience in the retirement plan sector (Defined Contribution, Defined Benefit, and Non-Qualified plans)

• Proven track record in retention, sales, or relationship management within the Mid-Large retirement market

• Demonstrated capability to lead intricate, multi-stakeholder negotiations and renewal processes

• Strong analytical skills and strategic decision-making abilities, including pricing and competitive analysis

• Active and maintained licenses (Life Insurance and Series 6 or equivalent)

• Willingness to travel up to 40%

🏝️ Benefits

• Health insurance

• Dental insurance

• Mental health benefits

• Vision insurance

• Short- and long-term disability coverage

• Life and AD&D insurance coverage

• Adoption/surrogacy and wellness benefits

• Employee/family assistance programs

• Retirement savings options (including pension/401(k) savings)

• Global share ownership plan with employer matching contributions

• Generous paid time off policy (up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time)