Regional Retirement Director

Position Description

The Retirement Services department manages both the held away and branch level platforms for corporate retirement plans. The primary role of the Regional Retirement Director is to assist Financial Advisors in prospecting, selling and servicing or corporate retirement plans

Responsibilities:
• Coordinate, facilitate, monitor and document the activities of the sales and training partners with financial advisors and branch management within the territory
• Conduct targeted financial advisor training and coaching for those advisors identified as power users
• Promote working with the Corporate Retirement Directors for strategic partnering and other retirement plan opportunities
• Work with branch, complex and regional management on integrating a successful corporate plan marketing strategy
• Assist financial advisors in building their branch based, held away and non-qualified plan business
• Provide management with metrics on branch activity, upcoming events and success stories
• Participate in other activities focused on growing the corporate retirement plan business

Skills Required

Knowledge and Skills Requirements:
• Bachelor's degree
• Minimum 5 years retirement plan experience with 2 years selling corporate plan business to the executive suite
• CRPS or other retirement plan designation a plus
• Experience working within a financial advisor distribution channel
• Executive level presentation skills
• Strong public speaking skills
• Strong time management and process management skills
• FINRA general licenses 7, 63, 65 or 66 or obtained within 90 days
• State insurance license or obtained within 90 days
• Ability to work under pressure with multiple demands from multiple constituents
• Ability to travel frequently (75% of the time)

August 4, 2013 • Tags: , , • Posted in: Financial

Leave a Reply

You must be logged in to post a comment.