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Sr Manager, Retirement Planning Sales
Posted: 09/10/2024
2024-09-10
2024-11-06
Employment Type:
Direct Hire
Industry: Finance
Job Number: 14039
Job Description
Sr. Manager, Retirement Planning Sales
Join an award-winning, tight-knit team that values culture, collaboration, and community involvement. We are looking for a dynamic, entrepreneurial individual with proven experience in retirement planning sales to drive new business development and build lasting client relationships.
Key Responsibilities:
Apply now to take your career to the next level with a company that truly invests in its people.
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Join an award-winning, tight-knit team that values culture, collaboration, and community involvement. We are looking for a dynamic, entrepreneurial individual with proven experience in retirement planning sales to drive new business development and build lasting client relationships.
Key Responsibilities:
- Identify and pursue new business opportunities in the retirement planning sector
- Utilize proactive outreach, networking, and client referrals to generate sales
- Stay informed on industry trends to offer clients the best solutions
- Collaborate with internal teams to ensure top-notch service and client satisfaction
- Ensure all activities comply with regulatory requirements
- Minimum 3 years in retirement plan sales, or 5 years in retirement plan sales support
- Series 65/66 or CFP/CFA certifications
- Bachelor’s degree in Business, Finance, or related field (preferred)
- Strong sales acumen with an outgoing, professional demeanor
- Growth-oriented mindset and a consultative sales approach
- Numerous workplace accolades, including the Cincinnati Business Courier’s Best Places to Work and Top 100 Healthiest Workplaces in America.
- Exciting company events, including holiday celebrations, community engagement, and more.
Apply now to take your career to the next level with a company that truly invests in its people.
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