Retirement – Regional Sales Specialist

The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. The RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities. Responsibilities include Relationship Management by optimizing client coverage within a specified region, cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners, increasing TRP investment flows, elevating TRP brand awareness, and fostering client loyalty through consultative engagement and promotion of TRP investments and collateral sales resources. Business Development involves new business development with targeted Retirement Plan Advisor prospects within region or by cross-selling to advisors and insurance partners, requiring high investment and product knowledge, sophisticated prospecting skills, and ability to influence advisors and wholesalers. Territory Management includes ownership of prioritized clients, identifying key opportunities, tracking sales measurements, developing annual client service plans, assessing client activity trends, and collaborating with key stakeholders to ensure consistent delivery and messaging. The role requires a Bachelor's degree or equivalent, 8+ years relevant experience, FINRA Series 7 & 63 licenses, and willingness to travel 50-55%. The job is open to candidates residing in CO, MN, or IL and is eligible for full-time remote work.