Retirement Plans Sales Manager

The Big Picture:

The retirement sales manager is responsible for sales in a specific geographic region.  The department provides full service consulting to corporations regarding all aspects of the retirement programs.The proper candidate must have a strong background with ERISA specific plan design and non-descrimination coverage as well as have an understanding of controlled groups. The Sales Manager will be expected to develop referral sources, sell direct and provide a degree of post sale service.

The Day-to-Day:  Provides oversight of the Retirement Services Account

• Develops, or assists in the development of the Strategic Sales Plan and sales strategy for the market that ensures attainment of company sales goals and profitability
• Provide full service consulting to coporotations regarding all aspects of the retirement programs including ERISA specififc plan design, non-descrimination coverage, investment, and employee engagement.  
• Reviews action plans and establishes performances goals for sales territory
• Conducts in person  sales presentations as needed
• Partners with the Account Management team and other internal departments to provide consistent marketing and customer service to existing clients in their territory
• Creates and builds strategic partnerships with benefits carriers, brokers and consultants through consistent contact, professional meetings to groups, responsive communication, problem resolution and meeting customer expectations
• May represent Company at trade associations, conferences and tradeshows to network and promote products

The Right Person for the job has:

• In depth knowledge of ERISA plan design, retirement products and investment analysis 
• Proven success selling retirement plans
• Knowledge of principles and methods for showing, promoting and selling products or services
• Proven leadership skills and the ability to drive retirement teams
• Knowledge and a thorough understanding of competitive markets
• Skill in using Microsoft Office (Word, Excel, Outlook and PowerPoint) and the Internet
• Excellent negotiation and presentation skills and the ability to close a sale
• Ability to develop, present and execute strategic product marking plans
• Superior communication skills – both verbal and written
• Strong interpersonal, partnership and collaboration skills
• Ability to supervise, mentor, and train sales personnel
• Ability to travel frequently 

Required Education & Experience:

• Bachelor’s degree in business, marketing, engineering or equivalent education and experience
• 2-5 years proven success in exceeding new business sales
• Expert computer skills with Microsoft Office (Word, Excel, Outlook and PowerPoint) and the Internet
• Experience using CRM software preferred, salesforce
• ERISA knowledge and expertise
• Prior TPA knowledge preferred
• Ability to travel frequently required 

Licenses/Certifications (licenses/certifications are paid for and maintained by the company):  

• Life Health License
• Series 7
• Series 63
• Series 65
• Member of ASPPA a plus

Physical Demands:

• Ability to sit for extended periods
• Repetitive motions
• Little physical effort required