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Retirement Sales Consultant

Alerus Financial

in AZ / CA / CO / FL / GA / NC / OK / SC / TN / TX

Alerus Financial

Our growing organization is seeking talented professionals who are in search of a challenging and rewarding work environment! We are currently expanding our sales efforts and hiring a Retirement Sales Consultant for the Southwest or Southeast region of the United States.

This position is responsible for generating new business opportunities and managing a customer portfolio defined in the performance plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. The focus of the position is to build customer relationships and gain loyalty by listening, understanding, and responding to customers’ needs.

JOB FUNCTION NUMBER 1: New Business Development – 70% 

  • Develop and maintain a high level of knowledge of the retirement industry. 
  • Actively solicit new business opportunities with existing customers. 
  • Create and maintain networking relationships to create a pipeline of business. 
  • Maintain client information in the company database. 
  • Understand the benefits of Alerus Retirement and Benefits’ products and effectively differentiate Alerus Retirement and Benefits from the competition. 
  • Maintain and meet new business contribution goals as outlined in the performance plan. 
  • Support the sales efforts of the entire Alerus sales team. 
  • Develop and consistently demonstrate professional sales skills to maximize business opportunities.

JOB FUNCTION NUMBER 2: Client Retention – 20% 

  • Retain and expand existing customer relationships using the relationship and product models in place. 
  • Maintain periodic communication with clients to ensure service standards are being met. 
  • Assist in coordination of implementing new products to existing clients. 
  • Maintain quality service standards and take care of the customers’ ongoing business needs. 
  • Acknowledge and prioritize multiple customer demands to provide maximum service to all customers.

JOB FUNCTION NUMBER 3: Personal Growth and Development – 5% 

  • Represent Alerus Retirement and Benefits in community organizations and activities. 
  • Assume responsibility for career growth and development. Actively pursue continuing education, reading, and self-development to enhance skills. 
  • Be flexible and adaptive when faced with changing needs of the customer. 
  • Recognize stressful nature of work and maintain professional composure, attitude, and behavior at all events. 
  • Build solid working relationships with team members, acting as a resource for others whenever possible.

JOB FUNCTION NUMBER 4: Alerus/Department Support and Teamwork- 5% 

  • Productively participate in company and department meetings. 
  • Foster a positive work environment and support co-workers in achievement of departmental goals. 
  • Treat all co-workers with professionalism and respect. 
  • Recognize and celebrate individual/team accomplishments.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Alerus Financial is a participating e-verify employer.

How to Apply

Visit our site at

Visit our web site.

This ad has been viewed 707 times. It expires on 5/8/2017.

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