Regional Sales Director

4 weeks ago


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

Utilize Integrity's Recordkeeping and Third Party Administration services to effectively sell new retirement plans to clients.

Upsell Fiduciary Services

Promote Integrity's 3(38) Fiduciary Investment Management services to existing clients to enhance their wealth management experience.

Manage Relationships

Maintain accurate records of all activities in the CRM software to ensure seamless customer relationships.

Design Plan Illustrations

Develop new plan design illustrations to showcase potential benefits and drive sales.

Versatile Plan Management

Work with various plan types, including 401(k), 403(b), and others, to provide comprehensive solutions.

Exceptional Relationship Building

Exhibit exceptional skills in building and maintaining customer relationships to drive business growth.

Creative Problem Solving

Develop trusted relationships and find creative solutions to challenges, ensuring customer satisfaction.

Retirement Plan Knowledge

Have in-depth knowledge of employer-sponsored retirement plans to provide expert advice.

Integrity is a leading independent distributor of life, health, and wealth insurance products, driven by a singular purpose: to help people protect their life, health, and wealth. We're proud of our culture, where we celebrate hard work and support our employees daily. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are. We're an equal opportunity employer and provide reasonable accommodations for qualified individuals with disabilities.



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