Experience Requirements: 10+ years’ related business development experience, including
experience selling qualified retirement plans through multiple distribution channels.
Position Overview: Responsible for positioning TRPC’s products and services as the optimal choice for retirement plans in the assigned
territory. This will encompass recordkeeping, third-party administration and defined benefit services. Cross-sell employee benefit products offered by our partner firms under the U.S. Retirement & Benefits Partners umbrella.
Skills / Experience:
Advanced problem solving and analytical skills
Strong listening skills
Strong written and verbal communication skills
Proficient in Microsoft Office
Proven time management skills
Proven client relationship skills
Strong process management skills
Proven ability to prioritize and
Sense of urgency
Organized, detail oriented; catches errors
Ethical; respects confidentiality
Achieves sales goals and objectives.
Adds new clients through in person meetings and group
presentations with distribution partners, financial intermediaries and plan sponsors.
Drafts and executes business development and sales plans.
Prepares and communicates activity and pipeline reports.
Assists in the development of
new distribution partners.
Ensures effective control of sales metrics and budgets.
Monitors, evaluates, and communicates sales trends.
Monitors and communicates competitor information, including marketing activities, trends,
products, services, and pricing.
Manages contacts, pipelines, and customer experience.
Provides feedback and constructive solutions on sales and marketing strategies.
Establishes successful track record of selling retirement and
employee benefit programs.
Other duties as assigned.
Requires normal vision (corrected) both close and distant.
Requires normal hearing levels
Requires working at a desk to use a phone and computer for extended periods of time. Requires sitting, bending.