Position Details
About this role
This role supports sales growth for retirement plans by developing partnerships, managing territories, and creating proposals to expand the company's client base.
Key Responsibilities
- Support sales growth and partnerships
- Conduct sales presentations
- Develop market knowledge
- Coordinate industry events
- Manage sales pipeline
Technical Overview
Focuses on client relationship management, sales strategy, and industry knowledge within the retirement plan sector.
Ideal Candidate
The ideal candidate is a mid-level sales professional with experience supporting retirement plan sales, partnership cultivation, and territory management. Strong communication skills and industry knowledge are essential.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of experience in financial or retirement services, No remote work capability, No prior sales or business development experience
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