Financial Services Representative- Retirement Plans This position is responsible for a variety of sales related duties to include prospecting and developing new sales with strategic partners, current clients, as well as developing a reputable relationship with existing clients. Job Responsibilities

• Analyzing current data base to run specific campaigns following a structured cadence of emails, make phone calls scheduling initial discovery meetings. In addition would be building proposals, presenting, and ultimately bringing on new clients.
• Learn and become proficient in the use of client management systems to track all communications and data with prospective clients. Learn and become proficient in the use of Hub Spot
• Gather documentation as a retirement plan specialist. Schedule appointments each week. Build proposals present our value proposition bring on new Clients
• Provide ongoing progress updates on new business development activities, and other key indicators.
• Execute phone calling strategy to prospect targets for potential leads.
• Responsible to observe, implement and fully adhere to the sales systems used by DP Grow.
• Cooperate with strategic partners and vendors to achieve company objectives
• Project an outstanding professional image in representing DP Grow to clients and the community.
• Meet activity and sales requirements set forth by the VP of Sales.
• Attend meetings to discuss your weekly and monthly activities. Preferred Qualifications
• 2 or more years Business-to-Business or similar financial services sales experience required.
• Detail and follow up oriented.
• Projecting a positive image in representing the company to clients and the community.
• Bachelor's degree or equivalent combination of education and experience.
• Exemplary communication skills to include written, verbal and presentation skills.
• Self-starter with ability to meet deadlines in a fast-paced environment.

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Shift:

8 hour shift Morning shift Ability to commute/relocate: Richmond, VA 23230: Reliably commute or planning to relocate before starting work (Required)

Work Location:

Hybrid remote in Richmond, VA 23230

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Health insurance Paid time off Vision insurance

Compensation Package:

Bonus opportunities

Work Location:

Hybrid remote in Richmond, VA 23230

Pay:

$65,000.00 - $85,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person