VP, Advisor Channel Consulting
New
United StatesFull-TimeVp
Salary85,000 - 125,000 USD per year
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Job Details
- Experience
- 3–5+ years of experience
- Required Skills
- Microsoft ExcelCRMPowerPoint
Requirements
- 3–5+ years of experience in a B2B sales role
- Familiarity with defined contribution and defined benefit retirement plans
- Understanding of relevant ERISA regulations and plan design
- Strong analytical skills and attention to detail
- Proficiency in Excel, Word, and PowerPoint
- Experience with CRM systems and sales tools
- Excellent verbal and written communication skills
- Ability to navigate complex buying processes
Responsibilities
- Grow a new territory and develop advisor relationships
- Drive advisor channel strategy by wholesaling retirement plan recordkeeping and TPA services
- Create and manage a balanced pipeline using prospecting techniques including cold calling and LinkedIn
- Educate and influence decision-makers on firm solutions and value proposition
- Collaborate with internal partners to deliver a smooth experience from onboarding through service
- Continuously refine sales approach and share best practices with the team
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