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Advisor Sales Executive

Posted about 8 hours agoViewed

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💎 Seniority level: Executive, 3-8 years

📍 Location: United States

💸 Salary: 85000.0 - 90000.0 USD per year

🔍 Industry: Financial Services

🏢 Company: Human Interest👥 501-1000💰 $161,000,000 Private about 2 years agoWealth ManagementRetirementFinanceInsurTechEmployee BenefitsInsuranceFinTech

🗣️ Languages: English

⏳ Experience: 3-8 years

🪄 Skills: Presentation skillsClient relationship managementStrong communication skills

Requirements:
  • 3-5 years of experience in 401(k) Sales
  • 5-8 years of experience in Financial Services
  • Prior wholesaling experience and experience with Financial Advisors
  • Strong knowledge of the competitive landscape in 401(k) industry
  • Demonstrated ability to drive sales
Responsibilities:
  • Drive small and mid-sized retirement plan business
  • Prepare and deliver group presentations
  • Activate new partnerships and communicate effectively
  • Demo PartnerConnect portal and sales processes
  • Fill the sales funnel with qualified opportunities
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