TIFIN

Sales

• Build trusted relationships with advisors and become their go-to resource for @Work
• Help advisors find the right plan sponsor opportunities in their book and build the conviction to act on them
• Consult on practice management, specifically how @Work bridges retirement and wealth management
• Equip advisors to win net-new plans through prospect conversations, RFPs, and finalist presentations
• Pair with implementation leads on the Success Team to drive plan sponsor engagement and rollout
• Track workplace-to-wealth conversion outcomes and use them to deepen advisor engagement and sharpen our strategy

Director, Advisor Sales – Enablement