Retirement Marketing Business Development Specialist
Retirement Marketing Business Development Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
Position Overview:The Retirement Marketing & Business Development Specialist plays a key role in supporting financial advisors in selling retirement plan services to clients. This position focuses on identifying and cultivating new business opportunities through consultative strategies prospecting benchmarking and supporting the sales process. The role includes direct collaboration with financial advisors clientfacing presentations and coordination with thirdparty professionals such as TPAs and accountants. Activities may include phone consultations branch meetings seminars and inperson engagements. A strong understanding of retirement plan solutions and the ability to communicate their value is essential.
Key Responsibilities
- Build and maintain strong relationships with financial advisors thirdparty administrators (TPAs) and recordkeeping and DCIO wholesalers to uncover new business opportunities
- Educate financial advisors on retirement plan services helping them identify strong prospects and understand the value of incorporating retirement plans into their practice
- Support financial advisors in client meetings to present and position retirement plan services effectively
- Apply a consultative approach to understand client needs and recommend tailored retirement plan solutions
- Clearly explain plan types features and benefits of various retirement offerings
- Stay current on retirement plan products tools and regulatory changes to serve as a resource for financial advisors
- Prepare and present proposals sales materials and marketing collateral to support business development efforts
- Travel overnight up to 25 of the time with occasional additional travel based on business needs
- Bachelors degree or equivalent experience required
- Minimum of 7 years of related experience in retirement plan marketing business development or financial services
- FINRA Series 7 license required
- Proficient in Microsoft 365
- Strong relationshipbuilding and communication skills with financial advisors and external partners
- Thorough understanding of retirement plan options such as 401(k) Cash Balance and NonQualified Plans along with applicable compliance regulations
- Selfdriven with the ability to work independently and achieve measurable results
Required Experience:
Unclear Seniority
Employment Type
Full-Time
