Director of Institutional Sales

Concurrent; Tampa (FL); Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Sales Director to join its Institutional Retirement team. This exciting role offers a high-growth opportunity for a motivated sales professional eager to drive institutional retirement plan sales. The ideal candidate will be aggressive in their sales approach, committed to developing new business opportunities, and experienced in working with startups and small markets. If you are self-motivated and results-driven, this position offers the chance to make a lasting impact while working with a collaborative team focused on innovation and growth.

Benefits

401(k) matching

Equity

Dental Insurance

Disability Insurance

Flexible Schedule

Flexible Spending Account

Health Insurance

Life Insurance

Paid Time Off

Vision Insurance

Qualifications

• 3-5 years of sales experience in institutional retirement plans.
• Strong skills in cold calling and lead generation.

Responsibilities

• Build relationships with sales teams to drive institutional retirement sales.
• Conduct outbound prospecting and develop new sales strategies.

Skills

Sales Experience

Cold Calling

Lead Generation

Communication Skills

Relationship Building

Education

Bachelor’s Degree in Business or Finance

Tools

CRM Tools

Microsoft Office Suite

Practifi (Salesforce)

Job description

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Position Overview

We are seeking a dynamic and results-driven Sales Director to join our Institutional Retirement team. This role offers a high-growth opportunity for a motivated sales professional eager to drive institutional retirement plan sales and make a lasting impact. The ideal candidate will be aggressive in their sales approach, committed to developing new business opportunities, and experienced in working with startups, small markets, and mandated plans.

Details

• Department: Retirement Plan Services
• Employment Type: Full Time
• Location: Tampa, FL
• Compensation: $80,000 - $120,000 / year

Responsibilities

• Build and cultivate relationships with sales teams at partner organizations to drive institutional retirement plan sales.
• Conduct outbound prospecting, cold calling, and lead generation efforts.
• Develop new sales strategies and explore untapped markets beyond existing partnerships.
• Manage relationships within assigned sales channels, including payroll vendors, TPAs, and other partner firms.
• Conduct presentations, both virtually and in-person, to potential clients and partners.
• Participate in conferences, roadshows, and other sales events as needed.
• Leverage Practifi (Salesforce) to track sales activity and manage the pipeline.
• Collaborate with leadership to develop innovative sales ideas and drive business growth.
• Maintain deep industry knowledge, including 338 fiduciary services, product offerings, and competitive positioning.

Qualifications

• 3-5 years of sales experience, ideally within institutional retirement plan sales or a related financial services field.
• At least 2 years of experience in retirement or institutional sales.
• Knowledge of ERISA 338 fiduciary services and the ability to articulate their value in sales discussions.
• Strong cold-calling, prospecting, and lead generation skills with a proven track record.
• Self-motivated and results-driven, capable of independently generating and closing business.
• Excellent communication, presentation, and relationship-building skills.
• Proficiency in CRM tools and Microsoft Office Suite.
• Bachelor’s degree in business, finance, or a related field preferred but not required.

Job Type & Schedule

• Full-time, Exempt
• Remote with a preference for candidates in Tampa, FL.
• Working hours: 9am-5pm Monday-Friday, with occasional evening/weekend hours.
• Up to 20% travel may be required.

Benefits

• 401(k) matching
• Equity
• Dental Insurance
• Disability insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

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