Regional Sales Director

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Job description

Job Summary

This position will be the primary contact for existing Advisor relationships to sell new plans with RPC and will (more importantly) work to find new Advisor relationships within their territory, East Coast.

Primary Responsibilities:

• Sell New Retirement Plans: Utilize RPC's Recordkeeping and Third Party Administration services to effectively sell new retirement plans.
• Upsell Fiduciary Services: Promote Wealth Management Nebraska's 3(38) Fiduciary Investment Management services to existing clients.
• Manage Relationships: Maintain and strengthen relationships with current Advisors in your territory.
• Develop New Relationships: Identify and build connections with new Financial Advisors, focusing on developing and recruiting new RIA firm channels.
• Maintain CRM Software: Ensure all activities are documented accurately in the CRM software.
• Selling New Plans:
  • Develop Proposals: Create comprehensive proposals tailored to client needs.
  • Design Plan Illustrations: Develop new plan design illustrations to showcase potential benefits.
  • Review Plan Provisions: Analyze and review current plan provisions to identify areas for improvement.
  • Educate Advisors and Plan Sponsors: Provide education on recommended changes to Advisors and Plan Sponsors.

Primary Skills & Requirements:

• Series 65 Certification: Must possess a Series 65 certification.
• Self-Motivated: Demonstrate a high level of self-motivation and initiative.
• Versatile Plan Management: Ability to work with various plan types, including 401(k), 403(b), and others.
• Exceptional Relationship Building: Exhibit exceptional skills in building and maintaining customer relationships.
• Excellent Communication: Possess excellent written and oral communication skills.
• Strong Analytical Skills: Utilize strong analytical capabilities for advanced problem-solving.
• Cross-Functional Collaboration: Ability to work effectively across different functions in a fast-paced environment.
• Creative Problem Solving: Develop trusted relationships and find creative solutions to challenges.
• Retirement Plan Knowledge: Have in-depth knowledge of employer-sponsored retirement plans.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health, and wealth insurance products. With a strong Insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

About Retirement Plan Consultants

Retirement Plan Consultants , a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.

We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a "service personality" with expert knowledge.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

PandoLogic. Category:Sales,

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