Retention Sales Director with FINRA Licenses
Posted today
virtual vocationsDenver (CO)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Manager
About the role
Owning the sales process for large, mega, and not-for-profit at-risk plans, the full-time Retention Sales Director with FINRA Licenses will proactively work with the relationship management team to identify at-risk clients and execute sales strategies for retention in a remote environment.
Key responsibilities
Collaborate with leadership and relationship management teams to identify at-risk clients and understand their needs
Lead the RFP response process, finalist presentations, and contract negotiations
Document all activities and strategies in Salesforce while utilizing internal resources to ensure client satisfaction
Required qualifications
Bachelor's degree
10+ years of experience in the recordkeeping industry
Strong knowledge of Empower recordkeeping
Relationship and sales experience in the recordkeeping industry
FINRA Series 6 and 63 required within established timelines
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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