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Retirement Plan Sales Territory Manager

Loren D. Stark Company

(Remote)

Retirement Plan Sales Territory Manager (North Carolina Territory) $65K - $75K

Employment Type:  Full-Time, Exempt

“New Position”

“We are excited to announce a new opportunity within our company! As part of our ongoing growth and expansion, both internally and externally, we have created a brand-new position to support our evolving needs.  This role is a testament to our commitment to innovation and our dedication to providing exceptional service to our clients.  We invite talented and motivated individuals to join our dynamic team and contribute to our continued success.”

Job Purpose

Loren D. Stark Company (LDSCO) is currently seeking an experienced and self-motivated Retirement Plan Sales Territory Manager to join our team of experts.  We value experience, the desire to gain knowledge and the motivation to do your best. The Retirement Plan Sales Territory Manager’s primary responsibility is to facilitate the growth of new relationships and business.  This position will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals.  Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with LDSCO’s sales staff to drive sales and marketing.

We are seeking a highly experienced Retirement Plan Design/Sales Consultant with a minimum of 5 years of proven success in the field. The ideal candidate is a self-starter with a strong ability to manage their time effectively while consistently achieving sales targets. A key trait for success in this role is a diligent approach to follow-up and follow-through, coupled with a strong motivation to excel through commission and bonus opportunities tied to increased sales.

In addition to sales responsibilities, the candidate must exhibit meticulous attention to detail in completing all necessary client paperwork and checklists. This role will report directly to the National Sales Manager.

At LDSCO, our success is anchored in meticulously crafted strategies designed to achieve our goals.  Yet, we recognize that enduring success hinges on our unwavering commitment to a set of core values.  Foremost among these is Honesty, a cornerstone guiding all facets of our conduct.  This involves upholding integrity in our external interactions with customers, clients, and competitors, as well as fostering a culture of transparency in our internal dealings with staff.

Secondly, we place a premium on Courage. We value employees who display the courage to proactively seek assistance and actively pursue a deeper understanding of their job responsibilities. Such individuals become invaluable assets to our organization, contributing not only to their personal growth but also enhancing the collective strength of our team. At LDSCO, we believe in aligning our actions with our values, fostering a culture where integrity and courage pave the way for sustained success.

For nearly a decade, LDSCO employees, supervisors, managers and company leadership have been working from home.  If you are interested in a stable family orientated company with a desirable work-life balance and a permanent employer, look no further. 

Position Overview:

We are seeking a dynamic Retirement Plan Sales Territory Manager to expand our services and grow our client base across the Eastern United States. This role is integral to driving our business forward through the development of new client relationships and the enhancement of existing ones.

Key Responsibilities:

Market Expansion

• Spearhead our service expansion efforts in North Carolina and or other territories through strategic plan sales initiatives.

Marketing and Client Development

• Devise and implement innovative marketing strategies using seminars, client visits, telephone outreach, direct mail, and local marketing programs to attract new clients and referral sources,
• Build and maintain strong relationships with CPAs, FAs, and small business owners to generate referral business.

Sales Excellence

• Continually enhance technical, competitive, and sales skills to excel in lead generation, presentations, and closing deals,
• Design and execute targeted sales strategies to penetrate new markets,
• Meet or exceed assigned sales goals while ensuring the timely and accurate submission of new business paperwork.

Client Satisfaction

• Quickly address and resolve client issues or complaints by coordinating with Client Relationship Managers to ensure high levels of client satisfaction and retention.

Professional Development

• Engage in ongoing training sessions and self-study modules with the aim of advancing to a National Sales Manager position,
• Exhibit professional conduct in all interactions to project a positive company image to clients and partners.

 Travel Requirements

• Be prepared to travel outside the assigned territory to attend meetings, conferences, and training sessions as needed.

Required Qualifications

• Minimum of five (5) years of outside business-to-business (B2B) sales experience: Demonstrated expertise in B2B sales, showcasing a strong track record over a minimum period of five years.
• Proven skills in selling and presentation, prospecting, and territory management: Strong capabilities in presenting and selling products, identifying and reaching out to potential clients, and managing sales territories effectively.
• Experience in business-to-business environments, retirement plan services, payroll, and/or human resources solutions: Background in relevant fields, including retirement plan services, payroll, and HR solutions, enhancing your ability to understand and meet client needs.
• Self-motivated and ambitious, with the capacity to reach and exceed sales goals: A driven individual with a proven ability to set and surpass sales targets.
• Proven customer service and relationship-building skills: Expertise in building and maintaining strong customer relationships, ensuring high levels of customer satisfaction.
• Ability to effectively communicate through all mediums: Excellent communication skills, capable of conveying information clearly and effectively in various formats.
• Organized, with effective time management skills: Strong organizational skills, with the ability to manage time and priorities efficiently.
• Ability to work well independently and as part of a team: Flexibility to thrive both independently and collaboratively within a team environment.
• General business acumen: Broad understanding of business principles and practices.

Preferred Qualifications:

• Experience working within a defined sales quota,
• Demonstrated cold calling sales ability, with tactful, positive and persistent style,
• Aptitude for acquiring sales skills and product knowledge.

LDSCO offers a challenging and rewarding work environment supported by a total compensation program that includes:

• Competitive Base Salary, with standard annual bonuses, and monthly incentive bonuses,
• Full Benefits Package which includes Company Paid Employee Health Insurance, Voluntary Dental, Voluntary Vision, Voluntary Additional Life and Accident insurance, and Cafeteria Plans,
• Paid Leave such as Paid Vacation, a Personal Day, Holidays and Fun Day Program,
• Employer sponsored 401(k) plan with a 3% Safe harbor contribution.  In addition, to an Employer Stock Ownership Plan, 
• Offer Company Paid Professional Development and Continued Education Expenses,
• Performance Recognition and Awards Programs,
• Flexible work arrangements to include compressed work week,
• Entrepreneurial Culture,
• Strong Team Environment with Social and Team Building Activities,
• Employee benefits such as company discounts and company sponsored events.

These components, when combined, make up the total compensation package offered at LDSCO. 

Diversity creates a healthier atmosphere: LDSCO is an Equal Opportunity Employer.  In addition, LDSCO will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation imposes an undue hardship on the operation of our business.

How to Apply

Qualified candidates, please email your resume and salary expectations to Josie Flores, Hiring Manager at josief@LDSCO.com

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