Clinical Account Executive
Tempus AI
SFDC
Sales Consultant
PARC Street Partners
full-time
Posted on:
Location Type: Remote
Location: Remote • Iowa, Minnesota, Montana • 🇺🇸 United States
Visit company websiteSalary
💰 $69,765 - $170,000 per year
Job Level
Mid-LevelSenior
About the role
- Driving the growth of our company through new client acquisition including developing new advisor and CPA relationships through marketing, sponsoring or co-sponsoring events, networking, cold-calling, referrals, and nurturing existing relationships.
- Preparing fee proposals, preparing illustrations, and technical research required for obtaining new plans.
- Implementing effective sales strategies tailored to meet and exceed sales targets.
- Relationship development and management with financial advisors, CPAs, recordkeepers, and other centers of influence including regular meetings and educational seminars.
- Producing fee proposals, illustrations, tracking and reporting of sales activity.
- Work with Conversion Team to transition new retirement plans after the sale, including initial plan design call.
- Assisting with the development and implementation of marketing plans.
- Other duties as assigned.
Requirements
- Bachelor’s Degree and a minimum of five (5) years related experience or equivalent combination of education/experience.
- ASPPA designation preferred.
- Strong interpersonal skills and communication skills including the ability to effectively communicate the value of our services and tailor to client needs.
- Must have superior written and presentation skills and ability to deliver presentations to groups, virtual and in-person.
- Ability to effectively manage time and independently achieve sales goals.
- Knowledge and deep understanding of our industry and the regulatory environment.
- Ability to read and interpret plan documents.
- Demonstrated ability to learn complex subject matter.
- Must have knowledge of advanced Microsoft Office applications.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to prepare routine reports, correspondence, excel spreadsheets, and reconcile numbers.
Benefits
- Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
- Parental Leave : Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage : Ensuring your overall health and well-being.
- Flexible Spending Accounts : For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits : Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance : Supporting your growing family.
- Tuition Reimbursement : Invest in your education and career growth.
- Employee Assistance Program (EAP) : Access to support and resources.
- Financial and Banking Services : Various benefits and financial planning assistance.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales strategiesfee proposalstechnical researchplan designreportingpresentation skillstime managementproblem solvingdata interpretationExcel spreadsheets
Soft skills
interpersonal skillscommunication skillsrelationship managementpresentation deliveryindependent achievementadaptabilityclient needs assessmentnurturing relationshipseducational seminar facilitationcomplex subject matter learning
Certifications
Bachelor’s DegreeASPPA designation
