Retirement Plans Sales Consultant – Internal Wholesaler

Responsibilities

• Proactively conduct outbound calls to advisors in assigned region
• Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, rules/regulations, and solutions to drive retirement plan sales
• Maintain strong working relationships with product partners, marketing, sales strategy and retirement sales team
• Accurately track all activity in  and track/submit all business expenses in Concur Expense Management system
• Utilize Microsoft Teams for advisor sales interactions
• Provide support and participate in advisor/client presentations and field-facing events as required
• In partnership with Retirement Plans RVP, travel within region as required to participate in one‑on‑one advisor sales calls, client events, and/or to deliver group presentations
• Complete required coursework to maintain compliance with state and federal regulations and licenses

• Bachelor’s Degree or equivalent in a related field
• 5+ years’ experience in financial services industry, financial sales, or financial wholesaling
• Active Series 7 and MN IAR - Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
• Must have a clean compliance record
• Overnight travel required up to 15%