Regional Sales Director, Tax-Exempt Markets - PA/OH

Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Regional Sales Director (RSD) is responsible for targeting, pursuing and closing new plans in the small to mid-market size for Empower's Tax-Exempt Markets, resulting in additional revenue. This role needs to understand the full product and service offering of Empower and tailor such to the client. Extensive relationship building and navigation of the advisor marketplace are key aspects of the role. There is also an expectation that the RSD will transition these relationships to a Relationship Manager once the plan is successfully closed and implemented.

Location may be anywhere in Pennsylvania or Ohio where there is a major airport nearby. This position will work with advisors/consultants primarily in Pennsylvania and Ohio but may occasionally cover other states.

What you will do

• Responsible for revenue growth through new Plan Sponsor sales in assigned territory through intermediaries

• Plan, develop, present, negotiate and close highly effective retirement solutions to prospective Plan Sponsors and/or Pension Consultants/Advisors

• Identify and build relationships with potential key stakeholders/decision makers at the plan level(sponsor and/or advisor)

• Assemble and direct the team in the development of the RFP (Request For Proposal), the site visit, the finals presentation, and contract close

• Effectively transition new stakeholder relationships to the field and Relationship Managers

• Review and update intelligence on plan opportunities within assigned territory

What you will bring

• Bachelor's degree in business or related field preferred

• 5 years' experience in the financial services industry

• Excellent oral and written communication skills are required

• FINRA Series 6, 63 and 26 licenses or ability to obtain within 90 days of hire

• FINRA fingerprinting upon hire

• Ability to travel the majority of the time, including overnight travel

What will set you apart

• Previous management and retirement wholesaling experience

• Knowledge of 457 plans

• Strong network of financial advisor relationships

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$75,000.00 - $97,500.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer * Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

11-09-2024

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Location: West End, PA, US

Posted Date: 11/28/2024