Sales Consultant (Retirement)

Contributes to the achievement of sales objectives by conducting data analysis and recommendations needed for prospect presentations, RFP’s and RFI's. Conducts research on every prospect and works with Sales Executive to build a sales strategy for pooled plans and/or single employer plans.

Requirements

• Bachelor’s degree or equivalent experience
• Minimum of three years retirement plan experience in the mid to large market ($10,000,000 to $2,000,000,000) required
• Experience working with large/complex custom designed plans
• Strong investment knowledge including the ability to evaluate funds and investment performance through Morningstar Principia
• Excellent written and verbal communication skills to effectively consult with a wide variety of internal/external customers/prospects

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for employees in their first year of service
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs