Retirement Renewal Sales Director

This is a fully remote position, open to applicants in Iowa, +4 more states.

📋 Description

• Spearhead the retention strategy for large plans.

• Take ownership of and implement the retention strategy for Core Retirement’s most significant and strategically vital clients.

• Personally handle high-risk renewal scenarios, utilizing senior-level influence to ensure favorable outcomes.

• Create and lead customized retention strategies that consider pricing, service, relationships, and competitive factors.

• Utilize established internal connections and credibility to align cross-functional teams with retention goals.

• Act as a senior leader and trusted advisor during complex renewal negotiations.

• Collaborate closely with Sales, Relationship Management, and Client Service leaders to enhance client engagement.

• Aim to minimize attrition and safeguard high-value revenue sources within the large-plan sector.

• Identify patterns and underlying causes of client attrition, working across the organization to proactively address them.

• Assist in strategic pricing and positioning decisions to optimize revenue and client retention while ensuring financial discipline.

• Foster accountability among teams for retention outcomes.

⛳️ Requirements

• At least 10 years of experience in a high-performance retirement plan sales environment.

• Demonstrated capacity for strategic thinking and tactical execution.

• Strong organizational, leadership, decision-making, and communication abilities.

• Familiarity with sales tools and technologies (e.g., CRM, PowerBI, content management systems).

• Strong leadership presence with the ability to influence without direct authority.

• Established credibility within the organization and with senior stakeholders.

• A collaborative, solutions-focused approach centered on achieving results.

• Capability to navigate intricate, high-pressure client situations with confidence and clarity.

• A commitment to enhancing the business through improved client retention.

🏝️ Benefits

• 401(k) match

• Medical

• Dental

• Vision

• Paid-Time-Off