Associate Sales Director
Associate Sales Director
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Salary Not Disclosed
1 Vacancy
Job Description
About LeafHouse:
We provide 338 and 321 discretionary investment services and create packaged solutions to mitigate risk to meet retirement plans unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients.
Associate Sales Director Job Description:
In the Retirement Plan Associate Sales Director Role within LeafHouse youll work with our sales directors executive leadership and investment team to help meet the needs of our advisor wholesaler and plan sponsor prospects and opportunities. Youll have immediate impact on helping LeafHouse exceed sales goals. You will master sales stories for the products and services offered through LeafHouse and our affiliates.
Roles/Duties:
- Engage in proactive followup on sales efforts with partner advisor consultants and recordkeepers.
- Provide excellent product and service representation and support the sales directors in engaging financial advisors wholesalers and existing clients on LeafHouse products and services.
- Drive communication with prospective and loyal clients regarding investment management investment scoring and fiduciary services HSA and IRA Rollover solutions.
- Partner with sales directors and the investment committee on advisor opportunities institutional proposals and ongoing services of our top client partnerships.
- Use industry knowledge to help design solutions and discuss our services and related offerings with advisors.
Qualifications:
- Bachelors degree or three years of equivalent experience.
- 13 years of industryrelated experience required.
- Strong preference towards investment knowledge and experience.
- FINRA licensing required including series 65 within 90 days of employment.
- Familiarity with the qualified plan market and or internal sales experience a plus.
- CFP QRPC or related retirement designations are a plus.
Benefits:
- 401(k) available with company match
- Most medical dental and vision health coverage policiesavailable for employees are covered by the company
- Most medical dental and vision health coverage policiesavailable for family and spouses are 50 covered by the company
- Generous paid time off policy
Required Experience:
Junior IC
Employment Type
Full-Time
