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Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO)
This job is now closed
Job Description
- Req#: 76369
Employer Industry: Asset Management
Why consider this job opportunity:
- Salary up to $255,000
- Annual bonus eligibility based on company and individual performance
- Generous retirement plan and competitive compensation package
- Flexible hybrid work schedule with full-time remote work option
- Comprehensive health and wellness benefits, including online therapy
- Opportunities for professional growth and participation in cross-enterprise initiatives
What to Expect (Job Responsibilities):
- Cultivate relationships with Defined Contribution (DC) Specialist Advisors to achieve annual sales and retention goals
- Create and implement an annual territory management plan focused on pipeline and closed investment wins
- Conduct high-impact engagements, including finalist presentations and value-add presentations to plan sponsors
- Collaborate with internal stakeholders in Investments, Marketing, and National Accounts to optimize sales results
- Share best practices and contribute to a collaborative culture within the DCIO Field Sales Team
What is Required (Qualifications):
- Bachelor's degree or equivalent combination of education and relevant experience
- Minimum of 10 years of external wholesaling experience in the Pacific Southwest territory
- Experience in DCIO and/or Retirement Plan Sales
- FINRA Series 7 and Series 63 licenses
- Self-directed with a willingness to travel (50%)
How to Stand Out (Preferred Qualifications):
- CIMA, MBA, CFP, or CFA certifications
- Extensive knowledge of the DC industry, including DCIO and/or Retirement Plan Sales
- Advanced sales, service, and relationship management skills
- Outstanding verbal and written communication and public speaking skills
- Comprehensive network of DC Specialist Advisor relationships
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