- Charles Schwab (Boston, MA)
- …+ Maintain current and accurate data in Salesforce + Provide timely updates to Sales management and Retirement Plan Services leadership upon request **What ... for a self-motivated professional to pursue new defined contribution plan sales opportunities in the **Large Market...with key plan sponsors, investment advisors, and retirement plan consultants. **What you will be… more
- Paychex (Tampa, FL)
- …knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be required to ... the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible spending account products...the prospect universe for the purpose of closing new sales . Leverage the Go-to-Market Sales Strategy to… more
- T. Rowe Price (Baltimore, MD)
- …+ 10+ years of external wholesaling experience in Pacific Southwest territory + DCIO and/or Retirement Plan Sales a must. + FINRA Series 7 and Series ... + CFP + CFA + Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales + Advanced sales , service, and relationship management… more
- Rain for Rent (North Salt Lake, UT)
- …offerings include: + Comprehensive medical, dental, and vision insurance + Matching 401(k) retirement savings plan + Sales opportunities: Competitive base ... highest standards of quality. Summary: In this highly visible sales role, you will have the opportunity to expand...role, you will have the opportunity to expand your sales expertise and make a difference. You will be… more
- HUB International (Mclean, VA)
- …clients to retail. + Career growth in the direction of becoming a retirement plan advisor. + Marketing and sales support. + Ability to travel to client ... of conducting client and participant education sessions to engage retirement plan participants in their holistic financial...process. + Act as an integral part of the sales process, including participating in sales final… more
- T. Rowe Price (Baltimore, MD)
- …for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined ... income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active,...currently residing in FL, GA, TN or NC. The Retirement Regional Sales Specialist (RSS) develops and… more
- Lincoln Financial (Philadelphia, PA)
- … Quality Assurance Rep, you will be responsible for supporting the Small Market Retirement Plan Services (RPS) Internal/External sales teams while getting ... Paperwork using DocuSign + Developing and maintaining an understanding of the Retirement Plan products, services, and operational structure to enhance ability… more
- Audacy (New Orleans, LA)
- …time off (sick, vacation, personal, parental, volunteer), 401(k) retirement plan . **Responsibilities** **What You'll Do:** + Create sales presentations by ... **Overview** **Job Title: Sales Assistant** **Department: Sales ** **Reporting To: Director of Sales ** **Employment Type: Full-Time** **Work Arrangement:… more
- World Insurance Associates, LLC. (Tampa, FL)
- …fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Sales Executive - Commercial ... clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's… more
- T. Rowe Price (Owings Mills, MD)
- …equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach ... ensure receipt of RFI/RFPs. + Describe and create effective sales formula and create a territory business plan...Competitive compensation + Annual bonus eligibility + A generous retirement plan + Hybrid work schedule +… more