Regional Sales Director

1 month ago


Charleston NL, Canada Integrity Marketing Group Full time
Sell New Retirement Plans

Utilize RPC's Recordkeeping and Third Party Administration services to effectively sell new retirement plans. Our team is committed to providing exceptional service and support to our clients.

Upsell Fiduciary Services

Promote Wealth Management Nebraska's 3(38) Fiduciary Investment Management services to existing clients. This will enable our clients to make informed investment decisions and achieve their financial goals.

Manage Relationships

Maintain CRM Software: Ensure all activities are documented accurately in the CRM software. This will enable our team to track client interactions and provide personalized service.

Design Plan Illustrations

Develop new plan design illustrations to showcase potential benefits. This will enable our clients to visualize their retirement plans and make informed decisions.

Versatile Plan Management

Ability to work with various plan types, including 401(k), 403(b), and others. Our team is committed to providing expertise and support to our clients.

Exceptional Relationship Building

Exhibit exceptional skills in building and maintaining customer relationships. Our team is dedicated to providing exceptional service and support to our clients.

Creative Problem Solving

Develop trusted relationships and find creative solutions to challenges. Our team is committed to providing innovative solutions to our clients.

Retirement Plan Knowledge

Have in-depth knowledge of employer-sponsored retirement plans. Our team is dedicated to providing expertise and support to our clients.

At Integrity Marketing Group, we are driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Headquartered in Dallas, Texas, we are committed to meeting Americans wherever they are — in person, over the phone or online. We are an equal opportunity employer and welcome applications from qualified individuals without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.



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