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Internal Sales - Qualified Plans

Dedicated Defined Benefit Services

in Glendale CA

 

 

Dedicated Defined Benefit Services is the "go-to" specialist for Defined Benefit and Cash Balance plans for businesses with 1-10 participants. We provide expert sales support and innovative marketing solutions to help Financial Advisors meet the needs of high income professionals, small business owners and high-income individuals with self-employment income. We take pride in performing high quality administration services personalized to meet our clients' needs. We distribute through large financial institutions, brokers, independent RIAs, CPAs and online channels.

We are growing our sales department and seek a high-energy internal consultant to help financial advisors and CPAs nationwide in the sales of personal defined benefit and cash balance plans. If you like sales and know Qualified Plans, we'll train you to do the rest.  This position is located in our office in Glendale, CA. We will consider remote for exceptional candidates.

Responsibilities:

  • Generate defined benefit and cash balance sales using large established base and new referrals
  • Consult via the phone with CPAs, Wealth Managers, Brokers, and small business owners on the suitability and design of Defined Benefit and Cash Balance plans
  • Follow-up on web and telephone leads
  • Run proposals to meet the client's contribution objectives
  • Provide plan design solutions to plan sponsors and advisors in a timely manner
  • Train and support financial advisors on selling defined benefit plans via Webex presentations, phone, and written communications
  • Participate in conference calls with advisors, CPAs, and clients to close the sale
  • Maintain up-to-date and accurate prospecting and sales activity information via Salesforce.com
  • Execute outbound call programs with hot prospects
  • Provide a high level of service, product, and industry awareness, cultivating new and existing intermediary relationships via inbound and outbound calling efforts
  • Work with all departments to ensure corporate objectives are met

Qualifications:

  • 5+ years of qualified retirement plans experience: sales, admin, actuarial, consulting. Small DB and CB experience is a big plus
  • Conscientious, organized, and attentive to detail
  • Customer-focused, willing to go the extra mile to satisfy clients
  • Effective relationship building, customer service, communication skills
  • Excellent verbal, written, online and phone skills
  • Proficiency in Microsoft Word, Excel, Power Point and Salesforce or other CRM application
  • Must be able to multi-task and work well under pressure

We are willing to train you on our approach and streamlined plan opening to refine your product knowledge but you must be enthusiastic and creative about selling. Hours are flexible.

Compensation:

  • Salary and commission are commensurate with experience and performance

Benefits:

  • We offer competitive benefits package which includes, health, dental, vision, 401(k), life insurance, flexible spending account, paid time off and our dress code is business casual.

How to Apply

Please send resume with cover letter to:  sales@dedicated-db.com

The hiring manager will be contacting qualified candidates.  Be sure to include your salary requirements. No phone calls please.

Visit our web site.


This ad has been viewed 613 times. It expires on 11/26/2017.

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