Director Internal Sales- 401K

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

This position is responsible for coordinating the activities of Retirement Sales Consultants, Retirement Sales Associates, Customer Experience Strategists, and Investments Sales Analysts in the Large, Mega, and Not-for-Profit Market segments.  Provides guidance and training to all direct reports within company policies and recommends changes to policies and establishes procedures that affect immediate organization.

What you will do:

• 1-Manage the Retirement Sales Consultants, providing coaching, mentoring, performance feedback, hiring/firing. 
• Act as a point of escalation for non-standard requests and issues as they may arise.
• 2-Manage the Customer Experience Strategists, providing coaching, mentoring, performance feedback, hiring/firing.
• Act as a point of escalation for meeting conflicts and opportunity prioritization.
• 3-Oversee the team’s effort in support of all proposals including: RFI s, RFP s, and pricing requests. 
• Ensure team is managing proposals through the sales process which entails but is not limited to the following: Understanding the opportunity as it relates to Empower’s strategic business model and articulating it to the organization.
• 4-Oversee the team’s effort in support of all post-proposal meeting activity including finalist meetings, site visits, and written follow-up.
• Ensure team is effectively briefing and preparing colleagues who participate in sales pursuits so that their meeting dialogues are tailored to the individual opportunity, prospect, and intermediaries.
• Critical team responsibilities include meeting strategy documents, team preparation sessions, and timely proactive follow-up.
• 5-Oversee the team’s handoff of committed client opportunities to key business partners namely, implementations.
• Key responsibilities include capturing and communicating all commitments to the client: pricing, investment lineup, and other client specific agreements.
• 6-Establish operational objectives and work plans to ensure team development in all areas of core competencies including: proposal development, prospect meeting strategy and preparation, and commitment handoff.
• 7-Maintain Empower’s market competitiveness following up on all wins and losses to record and communicate the reasons for the outcome.
• Brief senior management and other stakeholders on all opportunities including their characteristics, progress, outcomes, and identifying any opportunities for improvement.
• 8-Manage and/or participate in strategic sales related initiatives and projects. Initiatives may include but are not limited to the following: Distribution structure, KPI-specific leadership, team alignment, etc.
• 9-Performs securities compliance oversight as the principal of assigned registered sales representatives.
• 10-Other duties as assigned.

What you will bring:

• Bachelor’s degree preferred.
• LICENSES/CERTIFICATIONS:
• FINRA Series 6, 63, 26 and applicable state insurance licenses required.
• 5 years relevant work experience, preferably in a sales environment
• Supervisory experience preferred.
• 5 years 401k, mutual fund or insurance background
• Experience with 401k/pension industry strongly desired
• Demonstrated sales and presentation skills.
• Superior verbal and written communication skills
• Proficiency with personal computers, contact management software, and
• office software packages
• Must have strong interpersonal, team-oriented, organizational,
• leadership and project management skills.
• Ability to travel.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description.  The job description is not a contract for employment, and either you or the employer may terminate employme