Sales

• Advisor Relationship Development: Establish, grow, and maintain relationships with financial advisors, plan consultants, and other key retirement plan influencers across the country.
• Strategic Growth: Partner with internal leadership to craft and execute a strategic plan for penetrating the retirement plan market and growing Navia’s footprint.
• Sales Execution: Deliver impactful sales presentations and proposals to advisors and plan sponsors. Effectively articulate Navia’s differentiated retirement offerings.
• Market Intelligence: Stay abreast of industry trends, competitor offerings, and regulatory changes to position Navia effectively in the market.
• Cross-Functional Collaboration: Work closely with product, marketing, and operations teams to ensure alignment of sales efforts with overall business objectives.
• Quota Achievement: Consistently achieve and exceed sales targets and growth metrics in a competitive environment.
• Travel: Travel up to 50% to build and maintain advisor relationships, attend industry conferences, and drive regional presence.

Retirement Sales Director

Associate Territory Manager

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