Retirement Sales Consultant – Taft-Hartley

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

📋 Description

• Oversee RFPs, RFIs, pricing requests, and various sales opportunities from initial assessment to closure.

• Collaborate with Regional Sales Directors and internal teams to create competitive proposals, pricing strategies, and customized solutions.

• Assist with Stable Value Investment Only sales, which include General Account, Custom Stable Value, and VEBA Stable Value products.

• Organize and engage in finalist presentations, site visits, and meetings with prospects.

• Establish and nurture relationships with retirement plan intermediaries while addressing their inquiries.

• Keep records of opportunities and sales activities in Salesforce, including win/loss results.

• Report on opportunity progress and outcomes to senior management and key stakeholders.

• Provide support for sales-related projects and initiatives as required.

⛳️ Requirements

• Bachelor's degree in business or a related discipline.

• 3–5 years of relevant business experience.

• FINRA Series 7 and 63 registrations along with applicable insurance licensing within company-established deadlines.

• FINRA Fingerprinting is mandatory.

• Familiarity with the retirement plan services sector and experience in working with intermediaries.

• Background in financial services sales or service.

• Excellent communication, negotiation, project management, and organizational capabilities.

• Competence in managing multiple priorities and meeting deadlines.

• Willingness to travel as necessary.

• Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT.

• Reliable high-speed internet with a wired connection and an appropriate home workspace with minimal disruptions.

• Dependable connectivity via fiber, cable, or DSL internet.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

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

• Financial advisory services.

• Potential for discretionary contributions from the company.

• Wide range of investment options.

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

• Business-casual dress code with the option to wear jeans.

• Generous paid time off upon hiring.

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

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability benefits.

• Family and Medical Leave (FMLA).

• Business Resource Groups that are open to all employees.

• Flexible work environment.

• Necessary computer equipment provided.