Verdara · 1 week ago
Sales Specialist - Retirement
United States
Full-time
Remote
Entry, Mid Level
$70K/yr - $115K/yr
3+ years expVerdara is a public benefit corporation dedicated to providing retirement plans for underserved mission-driven workforces, starting with charter schools. The New Business Sales Representative will engage prospective clients to adopt a pooled employer retirement plan, guiding them through the sales process while achieving sales targets and building client relationships.
Financial Services
Responsibilities
Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients
Proactively identify and engage prospective clients through networking, referrals, and warm and cold direct outreach to retirement plan operators, HR professionals, CFOs, and plan sponsors
Build sales presentations in PowerPoint that tell a story
Consult with organizations to assess their existing retirement plan and present industry-specific solutions that align with their fiduciary obligations and objectives
Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth
Collaborate with internal teams and external vendors, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience, always seeking net new business opportunities
Present the benefits of a pooled employer plan (PEP) in a clear, concise and practical manner
Manage opportunities through the early stages of the sales cycle with guidance and support
Collect data points from the Form 5500 and compose presentations in preparation for sales discovery calls
Track outreach, pipeline, and next steps accurately in a CRM
Work closely with nationwide teammates and vendors across sales, operations, tech and client success to ensure smooth onboarding for new clients
Cultivate warm client relationships in preparation for discovery calls with the broader sales team
Actively participate in industry events, networking opportunities, and marketing initiatives to increase brand visibility and attract new clients
Qualification
Required
3+ year experience selling retirement plans or related financial products
Early-career to mid-level sales experience, including prospecting and closing
Comfort using CRM tools; HubSpot experience is a plus
Confident building sales presentations in PowerPoint
A data driven expert who can mine for meaning in customer-specific data sets
Strong work ethic and willingness to learn
Ability to work independently in a fully remote environment
Team-oriented mindset with a positive, professional attitude
Clear communication skills and attention to detail
Preferred
A positive attitude and a winsome personality
Benefits
Generous retirement package
Healthcare options
Company
Verdara
Verdara is a retirement alliance built to serve the people who serve our communities.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase