Core Account Manager – 401K Sales Delivery
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • Colorado • Kentucky • United States
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Salary
💰 $83,000 - $120,000 per year
About the role
- Engage with advisors and clients in all phases of the sales process and implementation handoff
- Provide support from initial pricing through Implementation
- Managing the proposal activities and sales process for new business opportunities including developing responses, planning, organizing timeline and project deliverables
- Perform client data analysis to support the positioning of our products value in the sales process
- Proactively manage the sales hand-off process for new business within critical project deadlines
Requirements
- Bachelor’s Degree or equivalent with 7 years’ experience
- Knowledge of defined contribution, nonqualified, workplace benefits and/or financial services industry
- Strong understanding of financial advisors and/or third-party administrators
- Experience working with sales teams or in collaborative partnerships
- Advanced investment product knowledge
- Series 7 and 63 Required or attained in 90 days
- Outstanding attention to detail
- Strong project management skills
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisproject managementsales process managementproposal developmentinvestment product knowledge
Soft Skills
attention to detailcollaborationcommunicationorganizational skills
Certifications
Series 7Series 63