|Title:||Financial Sales Leader|
Position: Financial Sales Leader
Salary: $150K + Commission + Bonus + Full Benefits W-2,
C2C-No, US Citizen and Green Card only!
Location: Atlanta, GA
•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
•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
•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)
•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
•Ensures consistent compliance and professional standards
into all business development processes including transparency and peer review
•8-10+ years’ Defined Contribution industry, sales
Knowledge and skills
•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
•Familiar with defined contribution and financial
wellness trends and products, competitive and product landscape, best practices
and market needs
•Strong presentation skills; Polished, professional
•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.
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