VP of Retirement Plan Sales

Profile

VP of Retirement Plan Sales
Duties: Drive business results by developing, managing, and expanding client relationships through referrals and new business development activities. Maintaining a high level of activity including setting initial prospect meetings & COI presentations. Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. Advise clients on all aspects of wealth management including asset allocation, investment management and wealth planning. Serve as a resource for clients with complex wealth management needs and financial planning solutions. Exhibit technical knowledge and competency in investment management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees.. Explain the value proposition of wealth management services & Retirement Plan Consulting. Qualify potential business leads. Close qualified business.. Develop leads through working with existing plan clients, prospect, educational efforts, networking, and client referrals. Convert leads to wealth management clients & Retirement Plan Clients. Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.. Work closely with the Portfolio Management Team & Retirement Plan Services team to understand the investment philosophy and ensure that clients are provided with the best investment solutions.. Meet with clients regularly to ensure investments align with their goals, risk tolerance and personal situation.. Work in conjunction with the service team on day-to-day service including investment review meetings and financial planning.. Support business development efforts of the Regional office which may include events, campaigns, prospect meetings and proposals.

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