Offer summary

Qualifications:

Bachelor’s Degree and a minimum of five years related experience or equivalent education/experience., ASPPA designation preferred., Strong interpersonal and communication skills, with superior written and presentation abilities., Knowledge of advanced Microsoft Office applications and the ability to interpret plan documents..

Key responsabilities:

Drive company growth through new client acquisition and relationship development with advisors and CPAs.

Prepare fee proposals, illustrations, and conduct technical research for new plans.

Implement effective sales strategies to meet and exceed sales targets.

Assist with the development and implementation of marketing plans and transition new retirement plans post-sale.

Job description

This job includes a base rate plus commissions. Total potential annual earnings $68,072 - $110,000. Responsible for driving the growth of our company through new client acquisition including developing new advisor and CPA relationships through marketing, sponsoring or co-sponsoring events, networking, cold-calling, referrals, and the nurturing of existing relationships. Preparing fee proposals, preparing illustrations, and technical research required for obtaining new plans. Responsible for implementing effective sales strategies tailored to meet and exceed sales targets.

Education and Experience:

Bachelor’s Degree and a minimum of five (5) years related experience or equivalent combination of education/experience.
ASPPA designation preferred.

Skills and Abilities:

Strong interpersonal skills and communication skills including the ability to effectively communicate the value of our services and tailor to client needs.
Must have superior written and presentation skills and ability to deliver presentations to groups, virtual and in-person.
Ability to effectively manage time and independently achieve sales goals.
Knowledge and deep understanding of our industry and the regulatory environment.
Ability to read and interpret plan documents.
Demonstrated ability to learn complex subject matter.
Must have knowledge of advanced Microsoft Office applications.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to prepare routine reports, correspondence, excel spreadsheets, and reconcile numbers.

Tasks Performed:

40% Relationship development and management. Developing and maintaining strong relationships with financial advisors, CPAs, recordkeepers, and other centers of influence. This would include regular meetings and educational seminars.
25% Producing fee proposals, illustrations, tracking and reporting of sales activity.
20% Work with Conversion Team to transition new retirement plans after the sale, including initial plan design call.
10% Assisting with the development and implementation of marketing plans.
5% Other duties as assigned.

Physical Requirements:

Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Position requires domestic travel for client meetings, seminars, and conferences.

Benefits for Full-Time Employees:

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.