What are the responsibilities and job description for the 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.
Sales Director Job Description:
In the Retirement Plan Sales Director Role within LeafHouse, you’ll work with our 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 offer through LeafHouse and our affiliates.
Roles/Duties:
- Engage in proactive direct sales to partner advisor, consultants and recordkeepers.
- Provide excellent product and service representation while engaging financial advisors, wholesalers, and existing clients on LeafHouse products and services.
- Proactively communicate with prospective and loyal clients regarding investment management, investment scoring and fiduciary services, HSA, and IRA Rollover solutions.
- Partner with executive leadership 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.
- 3-5 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 external/internal sales experience a must.
- 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
