- T. Rowe Price (Baltimore, MD)
- …open to candidates currently residing in FL, GA, TN or NC. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally ... sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the… more
- Paychex (Phoenix, AZ)
- …Join us to pursue your passion and unleash your potential. Overview Retirement Inside Sales Representatives are responsible for prospecting clients remotely ... Retirement organization. Responsibilities + Accountable for the end-to-end sales cycle from prospecting, qualifying, demonstrating and closing business to… more
- BlackRock (Boston, MA)
- …+ CFP, CIMA, CAIA or CFA preferred + Minimum 3+ years in asset management sales + Strong financial services background with knowledge of investment trends and ... **About this role** **About this role:** We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned… more
- The Retirement Advantage, Inc. (TRA) (Rust, MI)
- …annual sales goals + Develop new prospects and referral sources to increase retirement plan sales + Provide support to advisors and wholesalers within a ... a high volume and fast paced environment + Must live within the assigned territory Keyword: Regional Sales Consultant From: The Retirement Advantage, Inc. (TRA) more
- Paychex (Tampa, FL)
- …and increasing the client base to increase profits in the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible ... client notes into Salesforce.com to ensure seamless selling and service to Paychex clients. + Projects a positive image...sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be… more
- USAA (Plano, TX)
- … Income, you will Directs multiple teams of Health, Life or Retirement Income Specialists, Sales /Solutions Consultants, and/or Process Owners who are ... Manages and develops a team of Health, Life or Retirement managers, Sales /Solutions Consultants and/or Process Owners...services relevant to life or health insurance or retirement income **What sets you apart:** + US military… more
- Manulife (Charlotte, NC)
- …+ Design and implement underwriting processes that integrates seamlessly with the retirement plan sales process at Manulife John Hancock, improving collaboration ... The Director of Retirement Underwriting at Manulife is a key leadership...exceptions with careful scrutiny to assess their impact on sales , operations, and client experience. + Implement detailed reporting… more
- Manulife (MA)
- …+ Design and implement underwriting processes that integrates seamlessly with the retirement plan sales process at Manulife John Hancock, improving collaboration ... The Director of Retirement Underwriting at Manulife is a key leadership...exceptions with careful scrutiny to assess their impact on sales , operations, and client experience. + Implement detailed reporting… more
- Wolters Kluwer (Richmond, VA)
- …Remote US locations **OVERVIEW** You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ... ftwilliam.com Managed Services /Business Process Outsourcing (BPO) sales within your...of new opportunities + Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law… more
- T. Rowe Price (Baltimore, MD)
- …CFA + Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales + Advanced sales , service , and relationship management skills + ... years of external wholesaling experience in Pacific Southwest territory + DCIO and/or Retirement Plan Sales a must. + FINRA Series 7 and Series 63 Preferred: +… more
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