The Regional Sales Director will manage a territory to solicit new group retirement plans and cross-sell financial products. They are responsible for conducting cold calls, networking, and attending client review meetings to drive business growth.
The Regional Sales Director will manage a geographic territory to solicit new group retirement plans and cross-sell company products. Responsibilities include cold calling, networking, and conducting in-person client meetings to drive business growth.
The Regional Sales Director will manage a territory to solicit new group retirement plans and cross-sell financial products. They are responsible for meeting with plan sponsors, conducting cold calls, and collaborating with the Customer Relationship Manager to secure new business.
The Participant Account Specialist conducts group and individual meetings to drive enrollment and contributions for 401k and 403b plans. They act as a financial liaison for participants and collaborate with colleagues to promote the company's service model to prospects.
