• Facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. • Promote both our product options and our alliance partners’ products. • Advise and assist Financial Professionals during the prospecting stage. • Attend sales calls as requested. • Conduct a minimum of sixty (60) meetings per month, 45 with Financial Professionals. • Maintain a Top 150 list Financial Professionals to help develop territory practices/geographic rotation. • Assist existing employers and Financial Professionals in the retention of current business (as needed).