Salary is commensurate with experience. Salary ranges from $70,000 to $80,000 + commission.
At Leading Retirement Solutions (LRS) our mission is to empower
all businesses with the economic
independence required to help their employees save for a secure retirement. If this aligns
with your values, and you possess
the skill set to thrive in a fast paced and often changing work
environment, we would love for you to join our team of experts!
We design, implement and manage
popular company retirement plans, including 401(k)s, 403(b)s, and Defined
Benefit Plans. We also do plenty of exciting
things in and for the retirement industry, including ROBS, non-traditional
assets like private stock, real estate, digital assets and even retirement plans for Cannabis
Join our growing business development team and take on an internal sales
role focused on developing and closing 401(k) deals and other company sponsored
retirement plan opportunities. Our Account
Executive will represent LRS in a sales and business development capacity
nurturing prospects, building relationships with referral partners and
conducting sales meetings in a virtual environment.
Identify, develop and manage key client and referral partner
Follow up on opportunities and
referrals that lead to new corporate retirement plan clients.
Seek out and network with company
owners, executives, as well as investment advisors, CPAs, attorneys and other
Work effectively with the support team
to develop Request for Proposals (RFPs) and sales presentations.
and actual plan services and costs for sales leads, including benchmarking.
Collaborate with the marketing
department to deploy
a prospecting strategy
via email, phone and online resources.
Contribute to the development and tracking of sales
opportunities, as well as the marketing plan associated with new business
Contribute to the establishment of the annual strategic sales plan
to achieve top-line revenue and profit objectives.
and generate or follow up on sales
and conduct regular
introduction sales calls with potential clients.
prospects to active clients by working with client services team, coordinate with partners and 3rd party vendors for a smooth hand off to
Understand retirement plan qualification requirements, retirement plan documents, discuss plan
provisions and the impact to potential client and participants.
the point of contact to handle inquiries from the
finance team in relation to contracts and client pricing.
Prepare weekly sales metrics,
quarterly sales reports
and projected annual revenue and report these figures to the management group.
Partner with the management team to create
and implement a strategy for accelerated growth
in order to meet 3-year business
Be a leading
industry influencer with prospects, partners,
internal team members
and other centers
This job will be a good fit for you if you:
Are looking for a fully
position that allows you to guide the future of your role and responsibilities,
as well as the future of our growing business development team.
Seeking a position with
the opportunity for professional development, including industry
Need a sales position
that requires no travel.
Looking for a position
with generous base pay plus uncapped potential
commission earnings, as well as full benefits.
Want to join a community
of retirement professionals looking to make a difference.
Understanding of retirement plans, basics
of plan management, retirement plan benchmarking process and reporting
Strong written and verbal
communication skills including presentation experience virtually and in
The ability to work independently and
collaboratively in a team-based environment.
Professional attitude and demeanor,
and a strong commitment to confidentiality.
Inside sales experience and being
comfortable with cold calling and prospecting activities.
Ability to build and leverage
Superb communication skills and a commitment to superior customer
to detail and accuracy, proficient with numbers and basic calculations.
Ability to work independently and as part of a team in a fast-paced environment.
to drive change
within the organization.
to build relationships and leverage a firm’s existing
Willingness to continually upgrade
knowledge and understanding of our industry.
A demonstrated track-record of consistently meeting and/or exceeding performance expectations.
Minimum of 2 years retirement plan industry experience.
of 2 years sales or business development experience
Proficiency with Excel, Word, Outlook, Adobe Acrobat, browsing
network directories, sales contact software systems.
We Offer Great Benefits!
- Choice between 4 medical plans
- Dental, Vision and Accident Insurance
- 3+ Weeks of Paid Time off (PTO) Starting
- Paid Holidays
- Employer sponsored 401(k) Plan + Employer matching contributions
- Performance bonuses
- Financial support for ongoing education and credentialing
- Great, casual working environment with casual dress.
- 100% Employer Paid Work from Home Setup
- Flexible Scheduling