Head of Business Development for Fund Connect in Europe, managing client onboarding and strategic product positioning. Engaging in sales processes, industry trends, and competitive analysis.
About the role
- Regional Sales Consultant role supporting overall sales growth and developing partnerships within retirement plans. Requires 6+ years' experience in sales and strong industry knowledge.
Responsibilities
- Act in Business Development Consultant (BDC) capacity – supporting overall sales growth and most specifically within territories and dedicated Regional Vice Presidents (RVPs).
- Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients.
- Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities)
- Conducts sales and product presentations to all intermediaries.
- Provide coaching and guidance to overall Sales Team
- Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants.
- Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business.
- Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities
- Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers.
- Help create and facilitate the delivery of proposals to required parties.
- Help update and manage the sales lifecycle of the business pipeline.
- Help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels.
- Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business.
- Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans.
Requirements
- Internal Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
- 6+ years’ experience in sales, retirement plan services, or financial services
- Proven successful sales experience (internal or external) of retirement administrative services
- Strong communication, organization, and relationship-building skills.
- Highly motivated self-starter with a collaborative mindset.
- Comfortable working in a hybrid environment with remote flexibility.
- Customer service focused
- Excellent analytical and problem resolution skills
- Ability to work well under pressure with multiple priorities and deadlines
- Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
- Able to effectively render sound advice and judgment within company guidelines and ERISA rules
- Working knowledge of 401(k), 403(b), defined benefit and cash balance plans.
- Proficient in CRM systems and Microsoft Office Suite.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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