Senior Pension Sales Consultant

The Lafayette Life Insurance Company; Cincinnati (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision, and life insurance

401(k) savings plan with pension options

Tuition reimbursement

Paid time off increasing with tenure

Access to on-site amenities like a fitness center

Job summary

A leading financial services company in Cincinnati is seeking a motivated Senior Pension Sales Consultant. This role involves consulting agents on retirement plans, analyzing proposals, and providing extensive marketing support. Ideal candidates should have strong sales and analytical skills, with at least two years of experience in pension consulting. The company offers a comprehensive benefits package, including health insurance and a 401(k) plan.

Qualifications

• Analyze benefits plan designs and competitors' standards.
• Provide training and consultation for qualified plans.
• Develop marketing materials and analyze sales processes.

Responsibilities

• Consult with agents on retirement plan proposals.
• Provide marketing support and sales ideas to the field force.
• Develop sales strategies to enhance client relationships.

Skills

Consultation skills

Sales analysis

Product knowledge in pension industry

Relationship building

Education

Two years of experience in pension consulting

Job description

Overview

Join Western & Southern – Somewhere You Want to Be

Western & Southern is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 137 years, our long-term success has been fueled by a deep commitment to customer service and our community.

Headquartered in Cincinnati, Western & Southern is a Fortune 500 company recognized as one of America’s Best Midsize Employers by Forbes. Our commitment to career growth and employee development earned us a top 100 ranking on the American Opportunity Index (AOI). We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.

A Day in the Life

A Day in the Life of a Senior Pension Sales Consultant

• As a Senior Pension Sales Consultant, you will analyze standards for benefits plan designs, competitors\' standards and determine the range of variables that can be administered to maintain competitive administration fees. This role also provides Qualified Plans\' support to field associates by providing product training, qualified plan consultation and case design.

Key Responsibilities and Skills

• Consults with agents with regard to technical, design and appropriateness of qualified retirement plan proposals. Analyzes and recommends the appropriate plan design and product. Coordinates qualified proposals with nonqualified where appropriate.
• Provides marketing materials with timely sales ideas to the field force. Assures marketing material is current with regard to content as well as IRS-imposed limits.
• Analyzes strengths and weaknesses in sales process, including cases not sold.
• Provides a broad range of sales and marketing support to producer group. Focuses on outbound sales calls, presentations and relationship building to generate sales results and retain current retirement plans/relationships. Develops in-depth product and industry knowledge as it relates to the pension industry.
• Proven insurance product experience, two years of experience in pension consulting (plan design) – Preferred

Premier Benefits to Support You

We offer a comprehensive benefits package, including:

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.

Learn more at www.westernsouthern.com/careers/home-office-careers.