Job Description:

Reach Your Peak with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation administers over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue and Sales Team.

The Regional Sales Representative is responsible for establishing relationships with key buying influencers for targeted opportunities more than $5 million and for facilitating/leading the Request for Proposal (RFP) and bid process for that activity. Identifying Investment Only (I/O) opportunities and being able to sell in the I/O market. Significant business travel required.

Essential functions for this role include:

• In collaboration with Vice President develop and implement marketing strategy for institutional sales


• Develop and actively manage a full sales pipeline by maximizing the opportunity afforded within each channel (consultants, conferences, prospect base, referrals from RPSs, etc.)


• Develop and utilize a business plan which details activities to be followed during the year in order to achieve the desired goal


• Maintain and expand accurate and up to date records by way Salesforce system


• Drive the growth of RFP's, finals, and wins in the identified market


• Lead the team during the RFP process, in making presentations & closing the sale


• Direct prospecting with plan sponsors


• Build strong working relationships with consultants


• Understanding the Investment Only market and developing opportunities

 If you have the following credentials, we encourage you to apply:

• BA/BS or equivalent experience; FINRA Series 7, 63 and State Life Insurance & Annuity required


• 5+ years of experience with Retirement Plan Sales 457, 401(a), 401(k)


• Significant knowledge of investment products


• Public Sector experience


• Demonstrated ability to establish and maintain effective professional relationships


• Excellent public speaking and presentation skills


• Self-motivated and able to work independently


• Excellent knowledge of plan provisions and industry regulations


• Proven track record in new case acquisitions


• Proven ability to develop effective relationships at all levels particularly with consultants, elected/appointed officials, senior staff

 

For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider MissionSquare Retirement, and respond in strictest confidence. MissionSquare Retirement is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.

 

 

 

Education

Preferred

• Bachelors Degree or better

Licenses & Certifications

Required

• FINRA Series 63


• FINRA Series 7


• State Life Insurance Lic

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