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Role Summary

This role is a full-time teleworker role open to candidates currently residing in CO, MN, or IL.

The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel.

In this specialized role the RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities.

Responsibilities

• Relationship Management:The Regional Sales Specialist works to optimize client coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential point-of-sale influence to defined contribution plans. The incumbent is personally accountable to increase TRP investment flows, elevate TRP brand awareness and foster client loyalty through the consultative engagement and promotion of TRP investments and collateral sales resources by means of proactive outbound call initiatives, e-mail campaigns and other conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining a high level of industry knowledge, familiarity of the client's business strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling completed and other pertinent KPIs.
• Business Development: Accountable for new business development with targeted Retirement Plan Advisor prospects within region or by cross-selling to advisors and insurance partners. The Role requires a high degree of investment and product knowledge, sophisticated prospecting skills and the ability to influence astute advisors and internal/external platform wholesalers. The incumbent works independently on most opportunities but also maintains ownership of collaborating in a regional partnership with their respective TPD external business partners to proactively identify sales opportunities and deepen overall territory management efficiencies. Serves as the main point of contact for highly leverageable intermediary client engagements.
• Territory Management: The incumbent maintains ownership of prioritized clients developed in conjunction with DS management. Identifies key short and long-term opportunities and tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for assigned clients within the region and monitors progress. Assesses territory client activity to identify trends, issues and opportunities. Partners with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement, Regional Sales Consultants to ensure consistency in delivery method and messaging. Strictly adheres to standard reporting practices to maintain and measure ongoing CRM data capture integrity.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years relevant work experience
• This role requires FINRA Series 7 & 63 licenses
• Willingness to travel 50-55% in sales territory required
• This job is open to qualified candidates currently residing in CO, MN, or IL.

Preferred:

• Advanced investment/product knowledge
• Advanced oral and written communication skills
• Advanced relationship management skills
• Advanced phone and sales skills
• Advanced interpersonal skills and goal-oriented personality
• Advanced organizational skills
• Team player

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.