JOB BOARD: Associate Retirement Consultant-Retirement Sales Desk

NJ-Pennington   

Description

The Associate Retirement Consultant dedicated to Equity plan sales is responsible for internal sales of business retirement solutions. The associate will be primarily responsible for sales activity and support of the regional retirement teams.

 Principal Responsibilities (include but are not limited to) the following:

• 1. Partner with FAs, Bankers, Sales teams and internal partners through sales process


• 2. Facilitate proposal process


• 3. Maintain active pipeline measurements via centralized CRM tool


• 4. Proactive contacts & communicating complex strategies and sales ideas


• 5. Respond to all incoming business inquiries


• 6. Serve as liaison between many internal teams and the end-client


• 7. Serve Advisory as remote Equity Sales Specialist


• 8. Maintain & develop knowledge of products


• 9. Legislative updates, product enhancements & sales strategies


• 10. Responsible for driving growth in RS within assigned sales territory

Minimum Requirements:

1. Bachelors Degree, Series 7, Series 66, and Insurance licenses preferred.


2. Insurance Licensed (Must be Life & Variable Annuities licensed within 90 days of employment).


3. At least five years experience with equity plan sales and/or equity centric client service.


4. Strong technical expertise in Equity, DC, DB & NQDC and most importantly competitive landscape


5. Ability to communicate complex information to a wide variety of personnel in a clear, concise and well-organized manner.


6. Strong interpersonal/rapport building skills are required to build relationships with Priority FAs and prospective clients and to enhance Bank of America Merrill Lynch's image in the Retirement marketplace.


7. Proficiency in use of MS Office suite of tools.


8. Familiarity/experience with CRM tools, and specifically, SalesForce.com would be a plus.

• 9. Ability to travel when required

  For inquiries on this position please contact Jennifer Arentsen at jennifer.L.arentsen@bankofamerica.com.

  Interested individuals need to apply for this role by clicking on this hyperlink IRPA-Equity Associate Retirement Consultant (ctrl+click to launch the hyperlink) and then by clicking on the Apply Now button.