- NBT Bank (NY)
- …experience Skills and Abilities: + Possess an in-depth understanding of the retirement plan industry, sales and prospecting strategies, and record-keeping and ... vendors to promote the sale of EPIC products and services . Prepare RFP responses, proposal and general sales...and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to… more
- USAA (San Antonio, TX)
- … Retirement Income** to lead multiple teams of Health, Life or Retirement Income Specialists, Sales /Solutions Consultants, and/or Business Process Owners who ... + Leads and develops teams of Health, Life or Retirement managers, Sales /Solutions Consultants and/or Business Process...services relevant to life or health insurance or retirement income **What sets you apart:** + US military… more
- Paychex (Cleveland, OH)
- …Competency is measured by the successful attainment of objectives and performance within the Retirement Service Sales Division. + Ensure a smooth onboarding ... our company profits and client base by selling Paychex Retirement Services to current and prospective clients....when necessary. + Attend partner meetings to educate on Retirement Service 's processes and solutions. + Expediting… more
- NextEra Energy (Tampa, FL)
- …achievements + Comprehensive Benefits Package: Including health, dental, and vision insurance, retirement plans, and more + Sales Training & Development: Access ... **Inside Sales Representative II** **Date:** Dec 4, 2025 **Location(s):**...via cold calls and educate them on our energy services . You'll receive thorough training and ongoing coaching to… more
- Aegon Asset Management (Denver, CO)
- …hypothetical/illustrations to reps in a timely manner + Provides Concierge Service , collecting information and completing sales applications/paperwork and/or ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...a century ago, we were among the first financial services companies in America to serve everyday people from… more
- HUB International (Boston, MA)
- …and businesses protect what matters most by providing a broad array of insurance, retirement , and wealth management products and services . But we don't stop ... **.** **Overview** : Responsible for producing new 401(k) and other employer sponsored retirement plan sales , and for client retention and strengthening existing… more
- Principal Financial Group (Des Moines, IA)
- …degree or equivalent experience, and 8+ years of experience on a sales or service team marketing products and services + FINRA Series 6 or 7 and FINRA ... **What You'll Do** We're looking for a Sales Manager to join our Individual Solutions team....team. In this role, you'll lead a team of Retirement Education Specialists who will deliver education to … more
- ADP (Boston, MA)
- ADP is hiring a ** Sales Representative for Retirement Services ** in our Major Accounts division. + **_Are you ready to control your financial future with ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions at accounts with...be a perfect fit for this role. In selling retirement solutions, you will find that every sales… more
- JPMorgan Chase (Apple Valley, CA)
- …onboarding/ service teams + Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, ... qualifications, capabilities and skills** + 5+ years of successful sales experience in small plan market retirement ...successful sales experience in small plan market retirement plan recordkeeping, administration, or advisory sales .… more
- T. Rowe Price (Owings Mills, MD)
- …Segment Marketing objectives. Responsibilities + Collaborates closely with cross-functional partners-including Retirement Plan Services segment leads, sales , ... fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to… more