Retirement Plan Sales Director; SE Region

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Activities:

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Alternate Locations: US Southeast;
Atlanta, GA (Georgia);
Charlotte, NC (North Carolina);
Greensboro, NC (North Carolina);
Miami, FL (Florida);
Orlando, FL (Florida);
Raleigh, NC (North Carolina);
Tampa, FL (Florida);
West Palm Beach, FL (Florida);
Work from Home

Work Arrangement:
Remote :
Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 76280

As Retirement Sales Director
, you will be responsible for driving growth through new retirement plan sponsor acquisition, with a primary focus on mid to large market plans ($50M+ in assets). In this role, you will develop and execute a territory business plan designed to achieve ambitious sales, AUM, and market share goals across your assigned geography. You will serve as a key external representative, building and expanding relationships with retirement plan consultants, advisors, brokers, and plan sponsors.

This is a highly consultative, relationship driven sales role that requires deep retirement industry knowledge, disciplined pipeline management, and close collaboration with internal partners to deliver comprehensive retirement solutions and exceptional client outcomes.

Drive Growth & New Business Acquisition

• Lead new retirement plan sponsor acquisition with a focus on plans with $50M+ in assets
• Develop and execute a territory and prospecting strategy to meet or exceed annual sales and AUM targets
• Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
• Manage the full sales cycle, from initial engagement through finalist presentations, pricing, contract negotiation, and close.

Build and Deepen Influencer Relationships

• Build, maintain, and grow strong relationships with retirement plan consultants, advisors, brokers, and other centers of influence impacting mid to large market plan decisions
• Increase territory penetration by strengthening partnerships with influential specialists and consulting firms
• Position the organization as a preferred retirement provider through consistent engagement, education, and thought leadership

Deliver Consultative Retirement Solutions

• Conduct needs based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
• Present tailored retirement solutions, including recordkeeping, investments, managed accounts, and financial wellness offerings
• Clearly articulate value propositions around fiduciary governance, plan outcomes, fee reasonableness, and participant engagement

Territory & Sales Execution Excellence

• Manage a large geographic territory, executing external wholesale sales programs that drive revenue and market share growth
• Conduct in person and virtual meetings such as due diligence sessions, consultant updates, one on one meetings, and industry sponsor ships
• Represent the organization at industry conferences, client events, and networking functions
• Maintain accurate pipeline, activity tracking, and forecasting in CRM and sales reporting systems
• Forecast…