Unified Trust Company N.A. has 2 openings for an Institutional Retirement Consultant:
Candidates are expected to reside within the stated territory and within a reasonable distance to a major airport
The territories that these
will be for are:
Upper Midwest – Consisting of Wisconsin, Minnesota, Iowa, Illinois, Missouri, Kansas, Nebraska, South Dakota, North Dakota
West – Consisting of California, Arizona, New Mexico, Colorado, Utah, Nevada, Idaho,
Oregon and Washington
The Institutional Retirement Consultant for Advisor Services will be responsible for meeting their assigned sales goals and providing a very high level of prescribed
proactive, ongoing sales activity and regular contact to their Advisor Partners within a defined regional territory.
Sales: Develop and adapt a disciplined sales process to convert a
robust pipeline of prospects into target market clients. Build and retain relationships and help to develop satisfying solutions to clients’ needs. Ensure growth and profitability of existing Advisor Partner relationships by designing and
delivering a strong proactive calling strategy. Comply with relevant policies, procedures, and legal/regulatory requirements. Meet or exceed annualized team sales goal.
Management: Manage, measure, and motivate team members
(internal sales and support staff) responsible for retirement plan product sales and servicing. Monitor internal consultant activity and efficiency.
Interface with other departments for coordination of resources and services to ensure timely
and accurate delivery of financial services and information to potential prospects. Be a “Team Player” in providing answers and assistance with other advisor services group employee questions
Provide input on advisor services
Marketing: Review products and services offered by our competition and help create a positive competitive response in coordination with Advisor Services Group Manager. Provide input on marketing, advertising
and promotional strategies that will display products and services in a favorable light to our target audiences.
Represent the company at national meetings and conferences (may include making presentations and/or participating in panel
Bachelor’s Degree or equivalent work experience.
Willingness to obtain professional designations, such as ASPPA designations and Center for Fiduciary Studies
At least 5 years of related work experience with retirement benefit programs and sales.