Contributes to the achievement of sales objectives by conducting data analysis and recommendations needed for prospect presentations, RFP’s and RFI's.

Responsibilities

  • Conduct research on every prospect and work with Sales Executive to build a sales strategy for pooled plans and/or single employer plans.
  • Oversee the pricing process, with responsibility for fund research, fund mapping and special pricing for NFP’s and large corporate prospects.
  • Manage the RFP and RFI process. Review, analyze, and recommend changes to ensure accurate and value added responses for more complex prospects.
  • Participate in the development of finals presentations. Work on strategy/positioning with finals team. Provide a write-up for the finals team that includes final pricing, assumptions and client demographics. Make recommendations on presentation content/edits. Oversee administrative assistant in putting together final presentations.
  • Provide input on best strategy needed to win a specific deal.
  • Provide producer support. Answer product questions and provide proposals and price quotes. Conduct education calls as needed. Personally manage all “B&C” producer relationships.
  • Support partners of Sales Executives by responding to inquiries on any sales or prospecting related issues, preparation of Point of Sale documentation, preparation of co-branded sales materials, monitoring status of new business installation and requests submitted, and proactively notifying all interested parties regarding status of pending business and problem resolution.
  • Manage post sales activities. Develop new sale announcements, finalize fund line-up and mapping, and work with the client integration team on potential issues/concerns that may arise during the onset of the transition. Participate in the first few rounds of new calls with the client.
  • Act as a Pooled Plan subject matter expert regarding knowledge of processes and systems used by Operations for retirement plan installation; specific defined contribution product provisions; able to gather data from multiple administrative support systems, interpret, trouble shoot, answer questions and resolve problems across a broad range of functions and issues
  • Research competitors and provide strategic information relative to product offerings and trends.
  • Contact intermediaries on a monthly basis inquiring about new prospects, business plans and referrals.
  • Oversee advisor payments and compliance reporting.
  • Work with Sales Executives to manage Salesforce data integrity and team updates.
  • Manage FINRA Compliance files.
  • Manage Quality Indicators for Sales Executives.


Qualifications

  • Bachelor’s degree or equivalent experience. Minimum of three years retirement plan experience in the mid to large market ($10,000,000 to $2,000,000,000) required. Experience working with large/complex custom designed plans.
  • Strong investment knowledge including the ability to evaluate funds and investment performance through Morningstar Principia.
  • Excellent written and verbal communication skills to effectively consult with a wide variety of internal/external customers/prospects.
  • Strong presentation skills and interpersonal skills.
  • Proven ability to take initiative and work independently and manage the workflow in the Regional Office.
  • FINRA Series 6 or 7 and 63 licenses required or obtain within 6 months
  • Fluent PC skills – Excel, PowerPoint, Word, Data Base Management, Mstar Principia, FreeERISA.com, 401k Exchange etc.. Adobe, Outlook


Preferred Qualifications

  • RPA designation is preferred which includes taking the CEBS 3, 4 and 7, or an advanced retirement plan designation such as CRPS, CRPC.
  • Life license


Working Conditions

  • Remote Environment
  • Light Travel 10%

The Salary for this position generally ranges between $69,000-$91,000 annually.  Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

  • We will never request personal information such as ID or payment for equipment upfront.
  • Official offers are sent via DocuSign following a verbal offer—not through text or email

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.