Retirement Plan Service Sales

Job Location: 
Chicago, IL

The Business Development Officer will maintained an existing book of business and identify and cultivate prospective clients, prepare and deliver new business presentations, and close sales of retirement plan products and services in assigned regional industry markets.  This position will work with bank partners in identifying additional opportunities for existing clients. 



Identifies a prospect’s specific needs and offer a custom solution

Follow up up to move prospects through the sales cycle quickly and efficiently

Responsible for maintaining working relationships with internal and external referral sources

Responsible for developing new retirement plan business across all internal business lines and referral sources outside our company.



Bachelor’s Degree in business Administration or equivalent years of experience

Maintain a current understanding of ERISA and IRS code

Able to use a consultative sales approach

Strong knowledge of investment option and an understanding of the fiduciary requirements of plan sponsors.

5-7 years of experience selling directly to plan sponsors with a track record of meeting or exceeding revenue/asset goals.


No relocation assistance provided.

Recruiter Name: 
Byron Vargas
Recruiter Phone: 
(262) 886-8000 ext. 260
Banking & Financial Services

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