Regional Retirement Plan Sales Consultant

Job Details

Level: ExperiencedJob Location: Seattle - Seattle, WA 98121Position Type: Full TimeEducation Level: 4 Year DegreeJob Shift: Day

Are you hungry for more than just a career move? Wondering if it’s possible for work-life to be an extension of your own personal and professional passions? Brighton Jones’ unique and inclusive culture enables you to discover your potential.

We are seeking a self-motivated, responsible, overachiever to sell Brighton Jones’s Retirement Plan Advisory Services within an assigned territory.  This person will have a proven track record of sales success and will be responsible for individual annual revenue goals in line with company objectives. This experienced sales expert will bring or create a contact list, be ready to dive in immediately and evangelize our compelling service offering.

Your Role

 

• Develop and implement territory sales plan to meet or exceed annual sales objectives
• Closely manage the sales process from identifying to qualifying to closing within your territory
• Mine existing and prospective clients for referral business
• Develop COI relationships inside of the territory
• Collaborate and partner with our Retirement Plan Lead Advisor
• Establish and maintain good customer relations, with both internal and external clients
• Continually prospect to refill the pipeline utilizing Sales Force to track activities, updates and reporting
• Prepare and give presentations effectively to external customers across all levels from staff to C-suite executives
• Attend industry and / or relevant targeted prospect events
• Develop, participate and present marketing materials
• Produce and manage accurate forecasts
• Travel throughout territory to meet with prospects

 

Your Experience

 

• 5 + years of related sales experience; Bachelor’s degree preferred
• FINRA Series 65 required
• Previous experience selling Retirement Plan Services or Benefits to Business Owners, Committees, Plan Sponsors or C level executives
• General Understanding of Qualified Retirement Plan and ERISA knowledge
• Proven track record of successfully selling, presenting, prospecting and territory management
• Organized in thoughts and actions; thrives on high volume and a fast pace
• Deep understanding of the market and customer acquisition process
• Self-starter, works independently and accomplishes goals with minimal direction and supervision
• Thrives in a competitive sales environment; motivated by pressure and goals
• Demonstrated cold calling sales ability, with assertive, positive and persistent style
• Strong communication skills; Ability to effectively communicate through all mediums (verbal, listening, written)
• Possesses business maturity, is personally impactful, and demonstrates behavior consistent with Brighton Jones values
• Effectively executes business development/marketing strategy to meet defined client and revenue goals
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Outlook, Power Point) required and Salesforce experience preferred

Our Culture

 

 

As a group of individuals that love what we do and enjoy who we work with, we know that the genuine relationships we build with each other positively affect our clients and their experience of working with us. We’re intentional in cultivating a culture that is inclusive, collaborative, and celebrates individual initiative.

 

We are:

• Genuine -  our unquestioned commitment to integrity is demonstrated in all of our personal and professional activities
• Focused – we  work together  to manage heavy workloads and time-sensitive projects - we thrive  in a fast-paced environment that fosters continued growth and development
• Approachable – we enjoy interacting with each other and our clients, always projecting  a professional, friendly and capable image in everything we do
• Invested – our commitment to our clients and each other means we are willing  to maintain a flexible work schedule to address cyclical work periods
• Driven -  we possess  good judgment, initiative and decision-making skills -  able to anticipate problems,  determine   the appropriate level of response, and act accordingly

 

 

Our Company

 

 

We are a company that uses objectivity, creativity and passion to help our clients, colleagues and community members live richer lives. We eliminate the conflicts