Director of Institutional Sales leading high - value opportunities and sales lifecycle at Pave Bank. Focusing on complex multi - currency and digital asset solutions in a hybrid work environment.
About the role
- Regional Vice President selling retirement plan products at The Standard. Consulting partners on retirement services while driving customer satisfaction and team mentorship.
Responsibilities
- You’ll provide consultative sales services to our partners – focused on educating customers on our retirement products and services
- You’ll work collaboratively with the internal retirement plans sales team to ensure customer retention and satisfaction
- Develop and manage a large territory, uncovering new sources of business
- Ensure quota attainment to attain sales targets and drive customer satisfaction, utilizing the full range of resources The Standard provides
- Continually improve product knowledge, sales skills and competitive intelligence knowledge to effectively compete in your assigned market
- Proactively seek out opportunities to mentor others and improve practices to enhance the success of the local, regional and national sales team(s)
Requirements
- Bachelor’s degree, preferred but not required
- Securities licenses 6, 63, and 65 required
- 5+ years experience in a field / outside sales role selling retirement plan products (401k, 403B, 457, mutual funds)
- Must have experience traveling and working a territory
- Strong experience with retirement plans and wholesaling
- Excellent driving record required
- Must be insurable under corporate insurance carrier
- Proven results attainment in sales: Demonstrable quota attainment, solid and aggressive prospecting skills, territory management methodology and finalist presentation experience.
Benefits
- A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
- A supportive, responsive management approach and opportunities for career growth and advancement
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
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