Regional Account Executive working with advisors and business owners to enhance financial wellness and retirement solutions. Utilizing consultative sales processes to guide customer needs and build relationships.
Responsibilities
Collaborate with advisors, third party administrators, and business owners
Serve as the primary point of engagement for advisors and small business decision makers
Provide thought leadership and improve client dedication with Financial Advisors
Influence success via warm leads and customer needs identification
Guide retirement benefits strategies using provided tools and solutions
Develop and manage a pipeline of business in a specific territory
Requirements
Established experience and success in consulting, sales or the financial service industry
Series 7 & 63 (with study time to obtain within 2 months of hire)
Excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, territory management
Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry
Strong project and time management skills
Ability to thrive in fast paced and team-oriented environment
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