TruStage
Regional Vice President - Retirement Plan Sales (Southeast Territory)
TruStage, Atlanta, Georgia, United States, 30383
Overview
Regional Vice President - Retirement Plan Sales (Southeast Territory) Job Purpose
This position is responsible for cultivating and maintaining relationships with retirement focused advisors in their defined region. The focus of this role should be positioned as a thought leader and technical expert supporting the growth of an advisor’s retirement plan book of business. The goal and objective of this role is to increase assets and revenue through the distribution of solutions. Territory
Territory of coverage is Tennessee, over to Virginia and down to Florida. Ideal candidate would live in the territory and close to a hub for travel. Job Responsibilities
Work with Sales Leaders to develop and execute business plans and sales strategies that ensure attainment of regional sales goals (by revenue, plan count and product mix). Effectively and efficiently expand relationship with retirement focused advisors in assigned territory. Follow prescribed sales process, work closely with group to ensure effective and professional proposals and sales presentations. Effectively manage T&E budget to control cost of distribution. Deliver worksite education/enrollment meetings for larger sold plans. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements
Bachelor’s degree in Finance, Accounting, Business or equivalent work experience. 5+ years of successful sales experience in an emerging market retirement plan space. Demonstrated sales and marketing knowledge of retirement plan solutions and associated investments and their appropriate applications within the context of a needs based sales process. Excellent written and oral communication skills. Proven leadership as an individual contributor and experience in team based environments. FINRA Securities Industry Essentials Examination, Series 6 and 63 and Life and Variable Insurance licenses or the ability to obtain within 90 days. Willingness and ability to travel. Compensation and Benefits: Base Salary Range $78,700.00 - $131,100.00. In addition to base pay, position may be eligible for an annual incentive (bonus) plan. Benefits include medical, dental, vision, life insurance, disability plans, 401k, tuition reimbursement, and others as described by the company policy. Accommodation
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
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Regional Vice President - Retirement Plan Sales (Southeast Territory) Job Purpose
This position is responsible for cultivating and maintaining relationships with retirement focused advisors in their defined region. The focus of this role should be positioned as a thought leader and technical expert supporting the growth of an advisor’s retirement plan book of business. The goal and objective of this role is to increase assets and revenue through the distribution of solutions. Territory
Territory of coverage is Tennessee, over to Virginia and down to Florida. Ideal candidate would live in the territory and close to a hub for travel. Job Responsibilities
Work with Sales Leaders to develop and execute business plans and sales strategies that ensure attainment of regional sales goals (by revenue, plan count and product mix). Effectively and efficiently expand relationship with retirement focused advisors in assigned territory. Follow prescribed sales process, work closely with group to ensure effective and professional proposals and sales presentations. Effectively manage T&E budget to control cost of distribution. Deliver worksite education/enrollment meetings for larger sold plans. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements
Bachelor’s degree in Finance, Accounting, Business or equivalent work experience. 5+ years of successful sales experience in an emerging market retirement plan space. Demonstrated sales and marketing knowledge of retirement plan solutions and associated investments and their appropriate applications within the context of a needs based sales process. Excellent written and oral communication skills. Proven leadership as an individual contributor and experience in team based environments. FINRA Securities Industry Essentials Examination, Series 6 and 63 and Life and Variable Insurance licenses or the ability to obtain within 90 days. Willingness and ability to travel. Compensation and Benefits: Base Salary Range $78,700.00 - $131,100.00. In addition to base pay, position may be eligible for an annual incentive (bonus) plan. Benefits include medical, dental, vision, life insurance, disability plans, 401k, tuition reimbursement, and others as described by the company policy. Accommodation
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
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