Retirement Plan Sales Director​/Pacific NW

Overview

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Alternate Locations: Denver, CO (Colorado);
Kansas City, MO (Missouri);
Portland, OR (Oregon);
Salt Lake City, UT (Utah);
Seattle, WA (Washington);
St. Louis, MO (Missouri);
Work from Home

Work Arrangement:

Remote :
Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:is not available for this opportunity.

Requisition #:75312

As the Retirement Plan Sales Director, you will develop, implement and maintain a complex relationship management business plan to achieve profitable sales, growth, and retention goals for large/complex targeted group clients in the Central/Pacific NW region (AK, CO, IA, , KS, MO, MT, ND, NE, OR, SD, WA, WY).

• Develops, maintains and executes complex client relationship plans to ensure clients’ overall service needs are satisfied and achieve all business/profitability objective
• Act as a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction & retention
• Builds, enhances and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction & increase sales revenues & profitability
• Identifies clients with retention risk and develops and executes complex plans to retain clients
• Develops & maintains complex plans to support retention sales & product breadth growth within existing clients
• Profiles territory of complex clients to identify which firms may be interested in LFG offerings & targets executives with whom to build relationships
• Serves as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services & operational structure
• Participates in financial services &/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship &/or speaking opportunities
• Supports retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholders
• Meets or exceeds all department and/or sales goals/targets

• Must-haves:
• 5+ Years experience in sales and/or relationship management of Defined Contribution plans that directly aligns with the responsibilities for this position
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• FINRA S6, S63, Life & Health within 180 days of hire
• Confident, comfortable communicator with strong written and verbal communication skills
• Demonstrates ability to communicate knowledgeably and credibly with internal/external senior management
• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
• Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients; proven ability to develop creative and collaborative approaches
• Ability to travel 50%

• Nice-to-have:
• Strong working knowledge of retirement plan ERISA rules and regulations