Internal Sales Manager- Retirement Plans

About the Role

Key Responsibilities

• Facilitates the achievement of annual sales goals for Retirement Plan sales.
• Creates, executes, and measures the effectiveness of plans for sales promotions and campaigns, product rollouts, and follow-ups from meetings and training events.
• Applies management expertise to set direction and resolve problems within the team by organizing efficient workflows.
• Develops and monitors activity and sales metrics to ensure regional sales consultants add value and contribute to increased sales.
• Provides sales reporting and researches industry trends regarding field training, sales support, and product marketing.
• Provides professional development to team through formal training, work assignments, and mentoring.
• Establishes strong relationships with industry leaders including managed account providers, advisory firms, and ancillary retirement plan sales leaders.
• Adapts departmental plans and priorities to address operational challenges that may hinder sales attainment.
• Builds structure within Salesforce tracking system for effective measurement of campaigns and marketing programs.
• Responsible for strategic direction, development, hiring, and implementation of the internal sales development team.
• Leads or actively participates in projects to improve team efficiency and effectiveness.
• Serves as subject matter expert on proposals and sold case paperwork.

Requirements

• Bachelor's Degree or equivalent experience.
• 4-7 years of retirement plan experience.
• 4-7 years of wholesaling experience (preferred).
• 2-4 years of supervisory experience (preferred).
• Series 6 license and State Life and Health licenses.

Nice to Have

• Experience with Salesforce tracking system.
• Experience in developing and executing sales campaigns and product rollouts.

Qualifications

• Bachelor's Degree or equivalent experience.
• 4-7 years of retirement plan experience.
• Series 6 license.
• State Life and Health licenses.

Benefits & Perks

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program and Bonuses.
• Flexible hybrid work options.
• Paid time off (PTO) and Thrive Days (personal time off).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development and leadership programs.
• Employee resource groups.
• StrengthsFinder Program.
• Matching donations program.
• Paid volunteer time (8 hours per month).
• Generous paid maternity and paternity leave, fertility, surrogacy, and adoption assistance.
• Backup child, elder, and pet care support.