Divisional Vice President - 401k & PEPS Sales WORK FROM HOME w/TRAVEL - US ONLY jobs in United States
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Slavic401k · 2 months ago

Divisional Vice President - 401k & PEPS Sales WORK FROM HOME w/TRAVEL - US ONLY

Slavic401k is a company focused on providing retirement plan offerings. They are seeking a Divisional Vice President - 401(k) and PEP Sales to drive revenue growth by building relationships with financial advisors and generating leads.

FinanceFinancial ServicesFunding Platform
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Responsibilities

Make sales calls to financial advisors, consultants, and other intermediaries in the retirement plan market both virtually and in-person to achieve sales targets
Generate leads through various channels, including networking, cold calling, and digital marketing
Develop and deliver compelling sales presentations that highlight the features and benefits of Slavic401k single employer plans and PEPs
Cultivate strong, long-term relationships with advisors and other industry partners
Maintain accurate and up-to-date records of sales activities and client interactions in Salesforce
Strong knowledge of key competitors with the ability to highlight our competitive advantage in the PEP marketplace
Develop a comprehensive understanding of existing/targeted firms/institutions, how they operate, and our value proposition(s)
Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned area of responsibility

Qualification

Retirement plan salesSalesforce experiencePresentation skillsNegotiation skillsResults drivenSales management experienceSeries 65 certificationCommunication skillsAttention to detailTeam collaboration

Required

Must be eligible to work in the US without employment sponsorship
7+ years' experience in retirement plan recordkeeping sales required with a strong focus on 401(k) and PEPs plans
Proven experience in retirement plan sales working with financial advisors
4+ years of Salesforce or similar CRM experience required
Bachelor's degree in business, Marketing, or a related field or additional equivalent work experience
Extensive knowledge of 401k plan design, sale strategies and methods
Strong working knowledge of the company's products, competitive products, and the market
Excellent communication, presentation, and negotiation skills
Excellent attention to detail, diligence, and adaptability
Ability to work independently and as part of a collaborative team
Results driven with a track record of meeting and exceeding sales targets

Preferred

Series 65 preferred
Sales Management experience a plus

Benefits

Flexible work environment
Participation in Personal Annual Performance Bonus incentive program
Medical, Dental, Vision, and Life Insurance
75% employer coverage of Medical Premiums
Retirement Savings – 401(k) plan with generous company match, vested after 2 years
Tuition Reimbursement up to $5,250/year
Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
Paid Parental Leave
Voluntary Pet Insurance, Lifelock and More!
24/7 no-cost Employee Assistance Program (EAP)

Company

Slavic401k

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Slavic401k offers financial advisors and retirement savings plans.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
TriSpan LLP
2024-05-16Private Equity

Leadership Team

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John Slavic
President & Chief Executive Officer
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Declan O'Beirne
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase