The Associate Regional Director (ARD) is responsible for numerous tasks within the Advisor Sales Team. As the ARD you would be responsible for developing and maintaining relationships with financial advisors and other intermediaries and supporting sales executives. Such tasks shall include, reviewing sales information for accuracy, advanced proposal generation, creating power point presentations, marketing tasks, and supporting partner / advisor calls / inquiries and presentations.
Strong, in-depth ERISA and plan design knowledge
Ability to discuss industry trends with high end DC focused Financial Intermediaries
Ability to learn multiple platform/product solutions; assist Financial Intermediary with a “needs analysis” to ensure recommending the appropriate solution
Establish and maintain productive, working relationships with Financial Intermediaries with the goal of earning their retirement plan business
Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested
Assist RSD’s in effectively managing a territory and zone rotation of the assigned geographic sales coverage model
Strong working relationships with DCIO firms in region to promote our solutions to Financial Intermediaries
Help RSD’s organizing finals presentations
Other duties as assigned
Bachelor’s degree in a related field preferred
A minimum of 4 years of experience in the retirement plan industry or wholesaling role in the retirement plan industry
Proven successful sales experience of full-service defined contribution recordkeeping and administrative services
Superior time management skills required
Ability to operate effectively in a fast-paced, unsupervised environment
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Proficient in Microsoft Office Suite or related software, and Salesforce experience preferred
Excellent organizational skills and attention to detail
Basic understanding of clerical procedures and systems such as recordkeeping and filing
Ability to work independently
Occasional overnight travel is required
EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American TCS, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
Compensation will be comprised of a base salary and opportunity to qualify for a quarterly performance-based bonus program. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).