Retirement Services Sales Advisor

Location
Dallas, Texas
Salary
Not Specified
Posted
May 17, 2024
Closes
Jul 16, 2024
Ref
R_248949#GIJ-MarshMcLennan.1
Category
Sales
Job Type
Not Specified
Career Level
Not Specified
Workplace
In-Office

JOB TITLE: Advisor/Sales Retirement Services

JOB TYPE: FLSA Exempt

SUMMARY: This position is responsible for producing new business in our Retirement Services department and servicing existing accounts. MMA Southwest has offices in Dallas, Fort Worth, Austin, Houston, Lubbock, Midland, Abilene, Baton Rouge and New Orleans. This role will be based in the Dallas office.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Produces Retirement Services revenue through sales to new and existing clients with emphasis on mid-size companies with high revenue
  • Assists in providing service to clients according to their needs, retaining them as clients
  • Participates in team sales situations with other producers and support personnel
  • Manage overall client relationships and is supported by day-to-day account management
  • Applies industry technologies to new sales, additional sales to existing clients and account service
  • Provides direction in account transfer situations
  • Prepares and implements an individual business plan
  • Develops and maintains interdivision/intercompany relationships consistent with our corporate culture

REQUIREMENTS:

  • Bachelor's degree, 1 year related experience, and appropriate licensing required OR;
  • High School Diploma and 6 years of experience with appropriate licensing required
  • FINRA Series 6 or 7 and 63, 65 or 66 licensure preferred
  • Sales experience in the Retirement Services industry
  • Strong communication and interpersonal skills
  • Passion for sales and extremely goal oriented with the ability to work independently
  • Enjoys networking and making connections within the community
  • Driven, disciplined, achievement-focused, coachable, and professional

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.

Similar jobs

More searches like this

Similar jobs