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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing sales strategies for institutional retirement plans, with a strong focus on relationship management and exceeding sales targets. Proficient in navigating the financial services landscape, particularly within not-for-profit higher education sectors.
Highest-signal resume keywords
Institutional Retirement Plan SalesFINRA Series 6 Or 7Series 63 Or 65/66 LicensesState Life And Health Insurance LicenseSales Strategy Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentInstitutional Retirement Plan ProductsDefined Contribution PlansDefined Benefit PlansBundled Recordkeeping ServicesSales Target AchievementBusiness Meeting LeadershipNegotiation SkillsClosing Skills
Soft Skills
Relationship ManagementPresentation Skills
Certifications & Qualifications
FINRA Series 6 Or 7Series 63 Or 65/66 LicensesState Life And Health Insurance License
Industry Keywords
Financial ServicesInstitutional Retirement PlansNot-For-Profit Higher EducationSales Territory Management
About the role
Key responsibilities & impact- Develop sales strategy for institutional retirement plans in the assigned book of business
- Build effective internal relationships to execute the sales strategy
- Manage an assigned sales territory
- Identify and cultivate relationships with prospects and existing clients to sell bundled institutional retirement plan services
- Initiate and follow up on new business opportunities
- Lead business meetings and close sales with institutional retirement plan prospects and clients
- Sell bundled institutional retirement plan services to not-for-profit higher education defined contribution plans
- Identify opportunities and develop relationships with retirement plan clients or prospects to meet and exceed sales goals
Requirements
What you’ll need- Minimum of 5 years of experience in institutional retirement plan sales, financial services sales, or a closely related field
- FINRA Series 6 or 7, and Series 63 or 65/66 licenses, or ability to obtain within a specified timeframe, typically 90-120 days
- State life and health insurance license, or ability to obtain within a specified timeframe
- University degree preferred
- 7+ years of relevant experience preferred
- Bachelor's degree in business, finance, or a related field, or equivalent professional experience preferred
- Demonstrated track record of meeting or exceeding sales targets within an assigned territory or book of business
- Strong understanding of institutional retirement plan products, including defined contribution, defined benefit, and bundled recordkeeping services
- Ability to build and manage relationships with prospects, clients, and internal stakeholders
- Excellent presentation, negotiation, and closing skills
- Experience leading business meetings that result in signed business
- Sedentary work
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Incentive program linked to performance, which may include annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans
- Meaningful learning experiences and development pathways
- AI tools and future-focused skills development
- In-office collaborative work environment