Retirement & Wealth Sales Leader
New Today
Responsibilities
for the National practice include:
Collaborate with National Retirement Producer Development Coordinator and regional Retirement & Wealth leaders to ensure the processes, playbooks, and other producer resources. are designed to support producers throughout the entire business line
Recruit and actively participate (as needed) in producer interviews and hiring process
Meet with investment hires (unvalidated producers) to see how they are progressing
Work with sales managers to improve results of under-performers
Lead monthly sales meetings to promote and share best practices with all producers One meeting broadly for all Retirement & Wealth producers One additional meeting for unvalidated producers
Deliver sales results in key areas such as, but not limited to: Pipeline/activity New business Velocity Retention Cross-sell and referrals Self-generated business
Reporting
The Retirement & Wealth Sales Leader reports directly to the Northeast Chief Sales Officer and indirectly to the Retirement & Wealth National Practice Leader. The dual reporting is designed to reflect the dual nature of this unique role.
Key qualification
Collaborative - drive sales performance through teamwork and fostering a culture of shared success
Be a trusted resource - perceived by producers as an invaluable resource that is critical to their success.
Proven track record - building and leading a sales program, inspiring and motivating producers to achieve greatness
Appropriately licensed - Series 65 or Series 66
Benefits
The Retirement & Wealth Sales Leader will be a Northeast regional colleague and will participate in the regional employee benefits program(s). Job ID R_313374
- Location:
- Boston
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