Retention Sales Director with FINRA Licenses
Job Summary
Owning the sales process for large, mega, and not-for-profit at-risk plans, the full-time Retention Sales Director with FINRA Licenses will proactively work with the relationship management team to identify at-risk clients and execute sales strategies for retention in a remote environment.
Key responsibilities
- Collaborate with leadership and relationship management teams to identify at-risk clients and understand their needs
- Lead the RFP response process, finalist presentations, and contract negotiations
- Document all activities and strategies in Salesforce while utilizing internal resources to ensure client satisfaction
Required qualifications
- Bachelor's degree
- 10+ years of experience in the recordkeeping industry
- Strong knowledge of Empower recordkeeping
- Relationship and sales experience in the recordkeeping industry
- FINRA Series 6 and 63 required within established timelines
Complete Job Description
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