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Institutional Retirement Consultant - Regional Wholesaler

Unified Trust Company, N.A.

in AR / KS / LA / MO / NE / NM / OK / TX

Unified Trust

Position Summary

The Institutional Retirement Consultant-Regional Wholesaler 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 and prospects within a defined regional territory.

Essential Responsibilities

  • Sales:  Develop and adapt a disciplined sales process to convert a robust pipeline of prospects into clients.  Build and retain positive relationships with centers of influence, prospects and distributors.  Ensure growth of existing Advisor Partner relationships by designing and delivering a strong marketing and sales support.  Comply with relevant policies, procedures, and legal/regulatory requirements.  Meet or exceed annual sales goals. 
  • Management:  Manage, measure, and motivate team members (Internal Consultants, Client Consultants and support staff).  Manage and report sales pipeline, sales activity, travel and expenses.  Generally manage a sales territory and lead staff as needed to ensure success.
  • Interface with other departments for coordination of resources and services.  Be a “Team Player” in providing assistance to other internal staff as needed.
  • Provide input to UTC Management for strategic planning initiatives upon request.  Assist with compellation of competitive intelligence.
  • Marketing:  Provide input on marketing, advertising and promotional strategies that will display products and services in a favorable light to our target audiences.  Participate in marketing campaigns which may include writing UTC blogs, conducting interviews with outside interviewers for podcasts or written media.
  • Represent the company at national meetings and conferences (may include making presentations and/or participating in panel discussions).


  • Level of Education:    Bachelor’s Degree or equivalent work experience.
  • Professional Licenses/Certifications:    Possesses one or more of the following designations or willingness to obtain within 90 days of hire date.  AIF, AIFA, CPFA, QPFC, QKA, QPA, CPC, CRPC, CRPS or similar
  • Level of Experience:   5 years of related work experience with retirement benefit programs and sales.

Unified Trust Company, N.A. is an Equal Opportunity Employer.

How to Apply

Please submit resume to

This ad has been viewed 1443 times. It expires on 7/2/2019.

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