Financial Sales Leader

Responsibility:

• Identifies and cultivates prospective clients, prepares and delivers new business presentations, and closes the sale of Defined Contribution products and services.

• Partners with local and market leadership to maximize opportunities for driving innovation and distribution opportunities.

• Assists LOB consultants in developing opportunities and corresponding strategy; assists in the preparation and execution of proposal process

• Proactively moves sales activity through pipeline; accurately forecasts revenue expectations; communicates sales results and progress to market and local leaders

• Leads local business development efforts to grow revenue, including multiple lines of business - client contacts, sales proposals, presentations, conferences, speaking engagements

PEOPLE:

• Contributor to recruiting efforts within market and nationally; helps build a diverse network of internal and external candidates

• Demonstrate best practice business development and communication skills; mentors consultants and junior sales colleagues and leads by example in all situations

• Committed involvement in the community (e. g. through BRGs, charitable organizations, industry associations and centers of influence)

PROCESS:

• Develops territory business development strategy to include clear objectives and goals, planning for medium and long-term growth requirements and communicates to market leadership

• Exhibits solid understanding of the DCFW scope of services, deliverables and pricing strategies; clear understanding of cross-LOB opportunities

• Ensures consistent compliance and professional standards into all business development processes including transparency and peer review

Education

• BA/BS

Experience

• 8-10+ years' Defined Contribution industry, sales experience

Knowledge and skills

• BA/BS degree

• 8-10+ years or more experience with retirement plans; Defined Contribution and 401(k) plan experience essential - Experience with 403(b) - Non-Profit Organizations and 457 - Government plans an added benefit, but not required.

• Demonstrated success in a business development role, able to set and deliver sales strategy and results; professional attitude; able to evaluate issues, objections, competition; excellent personal, consultative and communication skills, etc.

• A high energy-level with the ability to influence and lead. Ability to work self-directed and also be a contributing team member

• Knowledgeable about group variable annuity retirement plan products, mutual fund and investment firm retirement plan products, and Third Party administrator/recordkeeping service providers.

• Familiarity with fiduciary issues related to the establishment, operation and maintenance of retirement plans under ERISA; legal and regulatory issues relating to compliance with IRS and DOL requirements for retirement plans.

• Familiar with defined contribution and financial wellness trends and products, competitive and product landscape, best practices and market needs

• Strong presentation skills; Polished, professional countenance.

Other requirements

• FINRA Securities licenses: Series 6 or 7, Series 63, and Series 65 or 66 as appropriate. Life and Health licenses with variable annuity authority. If all required licenses are not held, willing to sit for examinations and licensing.

• Clean Form U-4 with FINRA. No "Yes" answers on Form U-4.