MVP, Field Sales (East Coast)

ICMA-RC; Washington (District of Columbia); Hybrid; USD 80,000 - 140,000; Full time

Job summary

An established industry player in financial services is seeking a dynamic leader to drive sales and client engagement. This role involves overseeing a regional sales team, fostering client relationships, and collaborating across departments to deliver innovative solutions. With a strong emphasis on professional development and a commitment to diversity and inclusion, this position offers a unique opportunity to make a significant impact in the public sector. Join a forward-thinking organization that values work-life balance and provides a competitive rewards package, including flexible work schedules and wellness programs.

Benefits

401(k) Plan with matching contributions

Tuition reimbursement

Flexible work schedules

Wellness programs

Professional development courses

Qualifications

• 10+ years of senior-level experience in financial services and sales management.
• Strong client relationship management and team leadership skills.

Responsibilities

• Lead regional sales team to achieve sales and growth targets.
• Develop long-term client relationships and expand plan participation.

Skills

Client Relationship Management

Sales Management

Team Leadership

Communication Skills

Education

BA/BS degree

FINRA licenses (7, 63, 65 or 66, and 24)

Job description

Employer Industry: Financial Services Corporation

Why consider this job opportunity:

1. Competitive Total Rewards package, including 401(k) Plan with matching contributions
2. Varied incentive plans available
3. Flexible/Hybrid work schedules to promote work-life balance
4. Opportunities for professional and career development courses, including tuition reimbursement and mentoring programs
5. Engaging wellness programs to support overall wellbeing
6. Chance to work with a diverse and inclusive team dedicated to serving public sector employees

What to Expect (Job Responsibilities):

1. Lead and oversee the regional sales team in the assigned geography to achieve sales and growth targets
2. Expand cash flow and plan participation levels within current clients while acquiring new rolling assets
3. Develop long-term relationships with clients, union officials, and stakeholders to ensure client satisfaction
4. Monitor sales activities and results, motivating sales leaders and retirement plan specialists
5. Collaborate with various departments such as Finance, Marketing, and Product Management to implement new products and services

What is Required (Qualifications):

1. BA/BS degree or equivalent experience
2. FINRA licenses required: 7, 63, 65 (or 66), and 24
3. Minimum of 10 years of industry-related experience at a senior level leading sales teams
4. Proven client relationship management experience in the public sector and retirement plan management
5. Strong background in sales management with experience in leading geographically dispersed teams

How to Stand Out (Preferred Qualifications):

1. Demonstrated results in expanding financial services businesses over a multi-state region
2. Strong staff and project management skills with a track record of effective team building and motivation
3. Excellent presentation and communication skills for client/prospective presentations
4. In-depth knowledge of investment and retirement plan products, particularly in the public sector
5. A proven commitment to ethics, diversity, and integrity in professional conduct