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Retirement Plan Sales Consultant
Job Description
Seeking a new job opportunity in the Fargo area? Don’t miss this role! Dahl Consulting is currently partnering with a leader in the banking industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Retirement Plan Sales Consultant. Interested? Get more details below!
What you’ll do as the Retirement Plan Sales Consultant:
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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What you’ll do as the Retirement Plan Sales Consultant:
- Develop new Retirement Plan Services business with existing customers and prospects by building relationships, understanding needs, and effectively communicating valuable solutions
- Responsible for all aspects of the sales process from prospecting to closing business including coordination of meetings, support materials, proposals, and sales presentations
- Input accurate and timely information into Salesforce related to prospecting/sales activities
- Provide insights on fiduciary, technical, and operational retirement plan matters through the sales process
- Develop relationships with internal partners and external centers of influence to grow Retirement Plan Services and broader business/revenue
- Partner with members of other business lines to promote and deliver all appropriate services to prospects and existing clients
- Actively participate in business line and enterprise-wide initiatives
- Adhere to risk management and compliance requirements applicable to the banking industry and broader financial services industry
- Bachelor's degree
- 3+ years of sales experience preferably with retirement plans
- Proven success in meeting sales/revenue goals through sourcing and acquiring new business
- A working knowledge of investment services, plan design, industry trends, and fiduciary requirements of ERISA-governed plans is preferred
- Strong communication skills and the ability to interact with clients and internal partners in the development of institutional retirement business clients
- The ability to work independently and collaboratively as part of a team
- The ability to present our products and services to existing clients and new prospects
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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Discover your next career opportunity in the vibrant area surrounding Fargo, North Dakota! From the bustling downtown scene to the serene Red River, this region offers a perfect blend of city life and outdoor adventures. Embrace the charm of Fargo with its unique culture, thriving arts scene at the Plains Art Museum, entertainment options at the Fargo Theatre, and the excitement of Bison football games at the Fargodome. Indulge in the local fare of hotdish and lefse while enjoying the beauty of the Red River Greenway or exploring the bonanza of outdoor activities at Lindenwood Park. Join us in Fargo, where professional growth meets an irresistible charm that will make you feel right at home. Explore our job listings today and take the next step in your career journey!