What are the responsibilities and job description for the Associate Sales Director position at LeafHouse?
About LeafHouse:
We provide 3(38) and 3(21) discretionary investment services and create packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients.
Associate Sales Director Job Description:
In the Retirement Plan Associate Sales Director Role within LeafHouse, you’ll work with our sales directors, executive leadership, and investment team to help meet the needs of our advisor, wholesaler and plan sponsor prospects and opportunities. You’ll have immediate impact on helping LeafHouse exceed sales goals. You will master sales stories for the products and services offered through LeafHouse and our affiliates.
Roles/Duties:
- Engage in proactive follow-up on sales efforts with partner advisor, consultants and recordkeepers.
- Provide excellent product and service representation and support the sales directors in engaging financial advisors, wholesalers, and existing clients on LeafHouse products and services.
- Drive communication with prospective and loyal clients regarding investment management, investment scoring and fiduciary services, HSA, and IRA Rollover solutions.
- Partner with sales directors and the investment committee on advisor opportunities, institutional proposals, and ongoing services of our top client partnerships.
- Use industry knowledge to help design solutions and discuss our services and related offerings with advisors.
Qualifications:
- Bachelor's degree or three years of equivalent experience.
- 1-3 years of industry-related experience required.
- Strong preference towards investment knowledge and experience.
- FINRA licensing required including series 65 within 90 days of employment.
- Familiarity with the qualified plan market and or internal sales experience a plus.
- CFP, QRPC, or related retirement designations are a plus.
Benefits:
- 401(k) available with company match
- Most medical, dental, and vision health coverage policies available for employees are covered by the company
- Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
- Generous paid time off policy
