**Essential Duties and Responsibilities:** + Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory. + Identify, qualify and engage with retirement plan specialist advisors in territory. + Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory. + Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows. + Developing and implementing business plans for the territory to deliver on sales goals. + Presents sales activities at weekly meetings. + Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity. + Achieve territory sales goals. + Manages expense account within allotted budget. + Performs other duties and responsibilities as assigned. **Knowledge of:** + Fundamental concepts, principles and practices of the company sponsored retirement plan industry. + How to build trusted relationships with partners and financial advisors. **Skill in:** + Identifying the needs of plan sponsors through effective questioning and listening techniques. + Supporting advisors in efforts to grow their business. + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences. + Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner. + Analyzing business processes and identifying process improvement opportunities. + Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. **Ability to:** + Represent the company in a highly professional manner. + Organize, prioritize, and manage tasks and projects to complete work efficiently. + Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals. + Develop and maintain effective working relationships with team members, internal partners, and external parties. + Assimilate and prioritize strategies into operational guidelines. + Work independently as well as collaboratively within a team environment. + Establish clear directions and priorities. **License/Certifications:** + None **Compensation:**