Regional Sales Director

2 months 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. This role requires a strong understanding of employer-sponsored retirement plans and the ability to work with various plan types, including 401(k), 403(b), and others.

Upsell Fiduciary Services

Promote Wealth Management Nebraska's 3(38) Fiduciary Investment Management services to existing clients. This involves developing trusted relationships and finding creative solutions to challenges.

Manage Relationships

Maintain CRM Software: Ensure all activities are documented accurately in the CRM software. This requires exceptional relationship building skills and the ability to work with various stakeholders.

Design Plan Illustrations

Develop new plan design illustrations to showcase potential benefits. This involves having in-depth knowledge of employer-sponsored retirement plans and the ability to communicate complex information effectively.

Versatile Plan Management

Ability to work with various plan types, including 401(k), 403(b), and others. This requires a strong understanding of retirement plan regulations and the ability to adapt to changing circumstances.

Exceptional Relationship Building

Exhibit exceptional skills in building and maintaining customer relationships. This involves developing trusted relationships and finding creative solutions to challenges.

Creative Problem Solving

Develop trusted relationships and find creative solutions to challenges. This requires a strong understanding of retirement plan regulations and the ability to adapt to changing circumstances.

Retirement Plan Knowledge

Have in-depth knowledge of employer-sponsored retirement plans. This involves staying up-to-date on industry developments and regulations.

Integrity is a leading distributor of life, health, and wealth insurance products. We're committed to helping people protect their life, health, and wealth so they can prepare for the good days ahead. We celebrate our employees' hard work and support them daily. Our company is headquartered in Dallas, Texas, and we're committed to meeting Americans wherever they are.

We're an equal opportunity employer and welcome qualified applicants from diverse backgrounds. We provide reasonable accommodations for qualified individuals with disabilities.



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