Defined Contribution Plan Expert

Job Description

The Defined Contribution Plan Expert will be responsible for selling fixed group annuity contracts to employers, providing longevity solutions and capital preservation investment options for defined contribution plans. This role requires a strong background in institutional insurance sales, excellent communication skills, and a proven track record of achieving sales targets. The ideal candidate will also have a strong understanding of defined contribution plans, longevity solutions, and capital preservation investment options.

Main Responsibilities:

• Annuity Sales: Sell fixed group annuity contracts to employers, providing longevity solutions and capital preservation investment options for defined contribution plans.
• Client Relationships: Build and maintain strong relationships with recordkeeping firms, RIA aggregator firms focused on qualified retirement plans, and large corporations and public entities.
• Proposal Preparation: Prepare and present proposals to close sales deals.

Requirements:

• Insurance Sales Background: Minimum of 5 years of experience in insurance sales, preferably in fixed group annuity contracts or related products.
• Sales Achievement: Proven track record of meeting or exceeding sales targets.
• Industry Knowledge: Strong understanding of defined contribution plans, longevity solutions, and capital preservation investment options.
• Communication Abilities: Excellent communication, negotiation, and presentation skills.