14d ago

Retirement Sales Consultant - Taft-Hartley

NationwideRemotemid

SalesAccount Executive

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Quick Summary

Overview

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment,

Technical Tools

SalesAccount Executive

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Sales Consultant partners with Regional Sales Directors (RSDs) to drive new Taft-Hartley business development. This role manages sales opportunities, proposals, pricing, presentations, and intermediary relationships throughout the sales process.

Responsibilities

~1 min read

→Lead RFPs, RFIs, pricing requests, and other sales opportunities from initial evaluation through close
→Partner with RSDs and internal teams to develop competitive proposals, pricing, and solutions tailored to prospect needs
→Support Stable Value Investment Only sales, including General Account, Custom Stable Value, and VEBA Stable Value products
→Coordinate and participate in finalist presentations, site visits, and prospect meetings
→Build and maintain relationships with retirement plan intermediaries and respond to inquiries
→Maintain opportunity and sales activity information in Salesforce, including win/loss outcomes
→Communicate opportunity progress and results to senior management and key stakeholders
→Support sales-related projects and initiatives as needed

→Bachelor's degree in business or a related field
→3–5 years of business experience
→FINRA Series 7 and 63 registrations and applicable insurance licensing within corporate-established timelines
→FINRA Fingerprinting required
→Knowledge of the retirement plan services industry and experience working with intermediaries
→Financial services sales or service experience
→Strong communication, negotiation, project management, and organizational skills
→Ability to manage multiple priorities and deadlines
→Ability to travel as needed

Experience with Taft-Hartley retirement plans
Experience with RFPs, pricing, and stable value products
Salesforce experience

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What We Offer

~3 min read

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

✓Medical, dental, vision and life insurance

✓Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

✓Tuition reimbursement up to $5,250/year

✓Business-casual environment that includes the option to wear jeans

✓Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

✓Paid volunteer time — 16 hours per calendar year

✓Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

✓Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.