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VP Sales Consultant

Company: ExecuNet
Location: Charlotte
Posted on: November 22, 2021

Job Description:

The Vice President, Sales Consultant---s primary responsibility is to facilitate the growth of new relationships and business for--FuturePlan.-- This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals.-- Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Company)-- Internal and External Sales Consultants to drive sales and marketing. (North Carolina, upper South Carolina territories) Successful candidate to be located preferably in Charlotte, NC. Will consider other locations within both states. Responsibilities

  • Strong, in-depth ERISA and plan design knowledge
  • Ability to discuss industry trends with Financial Advisors
  • Ability to learn multiple platform/product solutions; assist Financial Advisors with a ---needs analysis--- to ensure the appropriate solution
  • Strong knowledge of key competitors with the ability to highlight our competitive advantages
  • Establish and maintain productive, working relationships with Financial Advisors-- with the goal of earning their retirement plan business
  • Coordinate wholesaling efforts with Company Internal Sales to maximize coverage and effectiveness
  • Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
  • Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost
  • Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall ---cost--- of services to Financial Advisors and Employers
  • Assist existing employers and Financial Advisors in the retention of current business (as needed)
  • Excellent written and oral communication skills
  • Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors
  • Assist with other tasks and projects as assigned
  • Responsible for protecting, securing, and proper handling of all confidential data held by Company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Company or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always-- should be visible in your actions on a day to day basis showing your support of our organizational culture.Requirements
    • A minimum of 7 years--- experience in the retirement plan industry or 3-5 years--- experience in a business development role in the retirement plan industry.
    • Proven successful sales experience of retirement administrative services
    • Overnight travel is required
    • Superior time management skills required
    • Ability to operate effectively in a fast-paced, unsupervised environment
    • Proficient in PC, CRM and web applications.

Keywords: ExecuNet, Charlotte , VP Sales Consultant, Sales , Charlotte, North Carolina

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