Institutional Sales Director – Mountain/PacNorthwest Territory

SalesSalesFull TimeRemoteTeam 5,001-10,000Since 1904H1B SponsorCompany Site LinkedIn

Location

United States

Posted

99 days ago

Salary

$120K - $135K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Prospect for new clients within assigned territory and achieve sales goals. • Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry. • Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor. • Participate in proactive marketing campaigns. • Manage a territory of target prospects. • Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory.

Job Requirements

Bachelor’s degree or equivalent work experience
Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products.
FINRA Series 6 & 63.
Preferred Qualifications:
FINRA Series 7
Established relationships with retirement advisors, consultants and plan sponsors.

Benefits

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs