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An established industry player is seeking a Retention Sales Director to lead the sales process for governmental plan renewals. This role requires a strategic thinker with extensive sales experience in the recordkeeping business. You will collaborate with leadership and relationship management teams to ensure client satisfaction and retention. The organization values diversity and inclusion, offering a supportive environment where you can thrive. Join a team dedicated to making a meaningful impact in the financial sector and enjoy a range of benefits designed to support your well-being and career growth.
Looking to make a real difference?
You belong right here.
Come build a rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you.
If you share that belief, this is where you belong.
Join our team of nearly 8,800 associates across 40 different locations worldwide and start your future today.
The Retention Sales Director will own the sales process for mega and large governmental plan renewals and at risk plans. Proactively work with relationship management team in the prior two years leading up to a renewal to ensure Empower is well positioned to retain the relationship. Own sales strategy from start to finish and including execution of successful RFP, finals presentation, site visit, and contract negotiation.
Location for this position is highly flexible.
What you will do
Own the retention sales process from start to finish
Work with leadership and relationship management teams to identify upcoming renewals
Identify at risk clients and develop a strategy to retain
Attend committee meetings with Relationship Managers in advance of renewal or RFP to understand client needs, objectives, and sensitivities
Establish and execute clear sales strategy to ensure retention
Navigate procurement and collaborate with consultants and advisors to ensure plan retention
Position Empower and Great-West Investments product offerings to enhance participant outcomes
Utilize all internal resources to ensure client satisfaction and renewal
Lead RFP response
Lead finalist presentation including team assembly, preparation, and delivery
Lead contract negotiations and involve leadership and relationship management as appropriate
Document all activity and strategy in Salesforce
Keep senior management informed of all at risk situations, and involve leadership when appropriate
What you will bring
Bachelor's degree preferably in marketing or finance or an equivalent combination of education and experience
10+ years' experience in recordkeeping business
Sales experience in the recordkeeping industry
FINRA Series 6 and 63 registrations or ability to obtain within established timelines
FINRA Fingerprinting upon hire
What will set you apart
Experience serving governmental defined contribution plans
Proven sales executive who can lead teams and consistently produce results
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.
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 race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.