Stop Loss Local Bundled Sales Manager developing relationships with clients in the field and supporting regional leadership at Elevance Health. Requires a BA/BS and stop loss experience with a focus on sales strategy.
About the role
- Sales Specialist focused on building relationships in the Retirement Plan landscape. Achieving sales goals through electronic communication and strategic partnerships in financial services.
Responsibilities
- Achieves established sales and retention goals through strategic selling activities
- Provides leadership and guidance to other sales executives and support staff
- Develop a strategic sales plan for identifying new business relationships
- Partners with advisor organizations to raise awareness of Vanguard solutions
- Represents Vanguard's investments and services in client/prospect meetings
- Leverages vendor partnership to deliver 401k plan solutions
- Develops strong relationships with senior and executive management
- Identifies prospect/client needs and proposes appropriate solutions
- Raises awareness of Vanguard's investments through targeted prospecting
Requirements
- Undergraduate degree or equivalent combination of training and experience
- Master’s degree and/or Chartered Financial Analyst (CFA) preferred
- Three to five years financial services experience with at least two years of successful institutional sales experience preferred
- Up to 25% travel is required
- Regulatory license and/or registration (e.g. FINRA, Series 7, Series 63) required
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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