Regional Retirement Specialist -Hybrid

Job description

Our Firm: American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment strategies across a variety of investment disciplines. We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives and ETFs. Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs. Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividendsmore than $1.7 billion to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute's work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. For more information, please visit americancentury.com. Are you looking for an exciting opportunity?! The Intermediary Consulting Solutions Group (ICSG) partners to drive sales within the following sales teams: National Accounts, Wealth Management and Retirement. The Regional Retirement Specialist is passionate about building relationships and driving sales with retirement plan advisors, consultants and record keeping partners. The primary responsibility of the Regional Retirement Specialist Hybrid is to partner with Sales Consultants (external wholesalers) in a geographical territory to generate sales. This individual will also be responsible for proactively developing and owning relationships with retirement plan advisors. This is accomplished by providing retirement plan & financial insight, product information and improved sales tools using a consultative sales process. This hybrid role provides wholesaling support, primarily by phone, WebEx as well as conducting in-person meetings. Territory travel is expected. This may involve specific territory management of targeted prospects and clients, remote areas and/or responsibilities in support of the department's sales efforts. This position is open to Kansas City, or may be open to remote work depending on location. Responsibilities: Collaborate with our Regional Retirement Consultants to retain existing assets, see opportunities, drive sales in key strategies with our clients and prospects. You will also be expected to partner with sales leadership, internal business partners and be a central point of contact for existing territories. Build meaningful relationships with retirement advisors, consultants and record keeping partners. This involves extensive proactive outbound telephone/WebEx calls, using a consultative sales approach, and documentation of activities in our client management database. Build and maintain a strong understanding of our investment strategies and the competition. Remain current on the retirement plan industry and topics that impact our clients including regulatory changes, industry events and the financial markets. Use research tools and resources to strategically demonstrate our product offerings, differentiate from the competition and build a consultative relationship with our clients and prospects. Requirements: Bachelor's degree in a related field or an equivalent combination of education and work experience; Two to three years financial industry experience preferred. Sales experience preferred. Shown knowledge of the financial intermediary marketplace. Knowledge of American Century procedural and operational policies preferred. Series 7 and 63 Securities licenses are required for the role. Completion of these licenses is required within 3 months of employment date if not already held. Willingness to travel up to 30%. Demonstrated interpersonal, investment analysis, written and verbal communication skills required. Solid understanding of Web Ex technology, LinkedIn and other social media, Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred. Additional Requirements: To ensure a safe and welcoming work environment for all employees, clients, and visitors, American Century Investments currently requires all U.S. based new hires to have submitted proof of having received the final dose of an approved COVID-19 vaccine prior to the position start date unless they have obtained a reasonable accommodation. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a complete list of all responsibilities, duties, and skills required. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. American Century Investment Services, Inc., Distributor. 2021 American Century Proprietary Holdings, Inc. All rights reserved