Senior Retirement Sales Executive

Job Summary

A company is looking for a Senior Retirement Plan Sales Executive.

Key Responsibilities

• Develops sales pipeline through marketing activities, networking, and building relationships with intermediaries
• Manages the sales cycle, including proposal development, sales strategy execution, and negotiation of final terms
• Builds effective relationships with internal partners and provides strategic guidance for unique client needs

Required Qualifications

• Established professional network in the assigned territory for developing strategic sales opportunities
• Demonstrated success in developing a sales pipeline in the small and mid-market segment
• Possession of Series 6 and 63 licenses