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Director, Retention Sales
- Type:
- Full Time
- Location(s):
- Frisco, TX 75034, United States
- Date Posted:
- Salary:
- Base Pay Range: $120,000/yr. - $160,000/yr.
- Job Posting End Date:
- 2025-04-25-07:00
- Job ID:
- R250400102
Retention Sales Director
The Institutional Sales Associate sells bundled institutional retirement plan services to not for profit Higher Education defined contribution plans. This job is responsible for identifying opportunities and developing relationships with retirement plan clients or prospects in order to meet and exceed sales goals.
Key Responsibilities and Duties
Career Level
8IC
The Institutional Sales Associate sells bundled institutional retirement plan services to not for profit Higher Education defined contribution plans. This job is responsible for identifying opportunities and developing relationships with retirement plan clients or prospects in order to meet and exceed sales goals.
Key Responsibilities and Duties
- Develops sales strategy for institutional retirement plans that are in their assigned book of business.
- Builds effective internal relationships in order to execute the sales strategy.
- Manages an assigned sales territory.
- Identifies and cultivates relationships with prospects and/or existing clients in order to sell bundled institutional retirement plan services.
- Initiates and follows up on new business opportunities.
- Leads business meetings and closes sales with institutional retirement plan prospects/clients.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers preferred
- Physical Requirements: Sedentary Work
Career Level
8IC
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