Offer summary
Qualifications:
Bachelor’s degree or equivalent work experience, 1-3 years in retirement industry, Knowledge of IRS and ERISA regulations, Excellent communication and presentation skills, Proficient in MSOffice and CRM systems.Key responsabilities:
- Identify and cultivate new business opportunities
- Partner with external sales, generate monthly sales
- Manage prospects throughout sales cycle
- Represent company at conferences and forums
- Contribute to territory business plans