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Retirement Plans Sales Manager

Company: The Boon Group, Inc.
Location: Newark
Posted on: October 12, 2019

Job Description:

The Big Picture: The retirement sales manager is responsible for sales in a specific geographic region. The department provides full service consulting to corporations regarding all aspects of the retirement programs. This includes plan design, investment and employee engagement. The Sales Manager will be expected to develop referral sources, sell direct and provide a degree of post sale service. The Day-to-Day: Provides oversight of the Retirement Services Account

  • Develops, or assists in the development of the Strategic Sales Plan and sales strategy for the market that ensures attainment of company sales goals and profitability
  • Reviews action plans and establishes performances goals for sales territory
  • Conducts in person sales presentations as needed
  • Partners with the Account Management team and other internal departments to provide consistent marketing and customer service to existing clients in their territory
  • Creates and builds strategic partnerships with benefits carriers, brokers and consultants through consistent contact, professional meetings to groups, responsive communication, problem resolution and meeting customer expectations
  • May represent Company at trade associations, conferences and tradeshows to network and promote products
  • Required to pass all applicable trainings specific to HIPAA and any other company required trainings.
  • Follow the company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulations.
  • Completes special projects and other duties as assigned The Right Person for the job has:
    • In depth knowledge of plan design, retirement products and investment analysi
    • Proven success selling retirement plans
    • Knowledge of principles and methods for showing, promoting and selling products or services
    • Proven leadership skills and the ability to drive retirement teams
    • Knowledge and a thorough understanding of competitive markets
    • Skill in using Microsoft Office (Word, Excel, Outlook and PowerPoint) and the Internet
    • Excellent negotiation and presentation skills and the ability to close a sale
    • Ability to develop, present and execute strategic product marking plans
    • Superior communication skills both verbal and written
    • Strong interpersonal, partnership and collaboration skills
    • Ability to supervise, mentor, and train sales personnel
    • Ability to travel frequently Required Education & Experience:
      • Bachelors degree in business, marketing, engineering or equivalent education and experience
      • 5 years proven success in exceeding new business sales
      • Expert computer skills with Microsoft Office (Word, Excel, Outlook and PowerPoint) and the Internet
      • Experience using CRM software preferred, salesforce
      • Ability to travel frequently required Licenses/Certifications:
        • Life Health License
        • Series 7
        • Series 63
        • Series 65
        • Member of ASPPA a plus Physical Demands:
          • Ability to sit for extended periods
          • Repetitive motions
          • Little physical effort required #m#ZR

Keywords: The Boon Group, Inc., Newark , Retirement Plans Sales Manager, Sales , Newark, New Jersey

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