National Sales Consultant, Finals & Deal Strategy-Retirement Plans

The National Sales Consultant, Finals & Deal Strategy-Retirement Plans supports the retirement plan sales organization by executing finalist meeting preparation, deal specific strategy development, deal team coaching, high-quality web-based technology demonstrations, and other established best practices for opportunities in the $10M+ market segment.

Requirements

• Bachelor's degree in Business, Marketing, or equivalent experience.
• Minimum 8 years of industry sales experience, including finalist delivery.
• Strong understanding of defined contribution products and competition.
• Proven expertise in finalist execution and technology demonstrations.
• Exceptional communication and presentation skills.
• Ability to analyze outcomes and recommend improvements.
• Strong cross-functional collaboration skills.
• Geographic flexibility with preference for Central or West Coast location.
• Required securities and insurance licensing within 90 days of hire.

Benefits

• Rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• Annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• Supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• Employee giving program that double matches your donations to eligible nonprofits and schools