- T. Rowe Price (Owings Mills, MD)
- …channels. The business enjoys industry-leading client satisfaction scores. Role Summary The Senior Retirement Plan Sales Executive sells 401(k) Retirement ... income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active,...the RFP to better meet the client's needs. The Retirement Sales Director will follow up with… more
- Charles Schwab (Sacramento, CA)
- …+ 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 **Mid-Market segment**...with key plan sponsors, investment advisors, and retirement plan consultants. **What you will be… more
- Paychex (Alexandria, VA)
- …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
- Aegon Asset Management (Denver, CO)
- …* For more information, visit transamerica.com . Job Description Summary Generate qualified retirement plan sales and maintain small and mid-market customer ... plan sponsor, advisor, and TPA community. + Develop Retirement plan pricing, with responsibility for investment...individual prospecting and sales to advisors and plan sponsors of Transamerica's Retirement Solutions in… more
- Vanguard (Scottsdale, AZ)
- …to Vanguard. + This representative will serve the small-market client-base and be responsible for retirement plan sales activities for plans with up to $50 ... a specified territory. This role presents the opportunity to develop institutional sales and retirement plan expertise as you establish and execute territory… more
- NBT Bank (NY)
- …and experience Skills and Abilities: + Possess an in-depth understanding of the retirement plan industry, sales and prospecting strategies, and ... purpose of this position is to partner with external sales consultants, clients, prospects and internal departments to increase...: Including hospital, accident, and critical illness coverage. + Retirement Plans: Benefit from a 401(k) plan … more
- JPMorgan Chase (Apple Valley, CA)
- …and skills** + 5+ years of successful sales experience in small plan market retirement plan recordkeeping, administration, or advisory sales ... delivering our capabilities across the firm. The Everyday 401(k) sales team is responsible for selling our small market.... + Knowledge of corporate retirement plans, retirement plan recordkeeping and administration, mutual funds,… 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 ... equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach… more
- T. Rowe Price (Owings Mills, MD)
- …Segment Marketing objectives. Responsibilities + Collaborates closely with cross-functional partners-including Retirement Plan Services segment leads, sales , ... equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach… 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
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