Retirement Sales Director
This is remote role prioritizing candidates int efollowing states: (AZ, CO, FL, GA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, SD, NE, NJ, NV, NY, OH, PA, TN, TX, UT)
Position Summary
Navia Benefit Solutions is seeking a highly motivated and experienced Retirement Sales Director to drive growth in our emerging retirement services business. This individual will play a critical role in building Navia’s brand and reputation in the retirement market by establishing strong relationships with financial advisors nationwide.
The ideal candidate brings deep expertise in retirement plan sales, a robust network of advisor relationships, and the ability to thrive in a dynamic, fast-evolving environment. This is a hands-on role for a hardworking, results-oriented sales leader who understands the nuances of retirement services and is comfortable navigating an entrepreneurial setting.
Essential Functions
• Advisor Relationship Development: Establish, grow, and maintain relationships with financial advisors, plan consultants, and other key retirement plan influencers across the country.
• Strategic Growth: Partner with internal leadership to craft and execute a strategic plan for penetrating the retirement plan market and growing Navia’s footprint.
• Sales Execution: Deliver impactful sales presentations and proposals to advisors and plan sponsors. Effectively articulate Navia’s differentiated retirement offerings.
• Market Intelligence: Stay abreast of industry trends, competitor offerings, and regulatory changes to position Navia effectively in the market.
• Cross-Functional Collaboration: Work closely with product, marketing, and operations teams to ensure alignment of sales efforts with overall business objectives.
• Quota Achievement: Consistently achieve and exceed sales targets and growth metrics in a competitive environment.
• Travel: Travel up to 50% to build and maintain advisor relationships, attend industry conferences, and drive regional presence.
Requirements
• Proven track record of success in retirement plan sales (401(k), 403(b), 457, etc.), with a minimum of five years of experience in an outside sales role.
• Deep relationships and credibility within the financial advisor and retirement plan consultant community nationwide.
• Strong knowledge of the retirement plan landscape, including recordkeeping, TPA services, and fiduciary considerations.
• Demonstrated ability to grow a market presence and build brand recognition.
• Excellent communication and presentation skills; comfortable with public speaking and representing Navia at industry events.
• Proficient with CRM tools (e.g., Salesforce) and Microsoft Office Suite.
• Bachelor's degree or equivalent experience.
Desired Background
• Experience at leading retirement providers (Empower, Fidelity, Principal, Vanguard, etc.) preferred.
• Entrepreneurial mindset with the ability to thrive in a dynamic and evolving organization.
• Strong work ethic and hands-on approach to building a book of business from the ground up.
Apply Now
Apply Now
Position Summary
Navia Benefit Solutions is seeking a highly motivated and experienced Retirement Sales Director to drive growth in our emerging retirement services business. This individual will play a critical role in building Navia’s brand and reputation in the retirement market by establishing strong relationships with financial advisors nationwide.
The ideal candidate brings deep expertise in retirement plan sales, a robust network of advisor relationships, and the ability to thrive in a dynamic, fast-evolving environment. This is a hands-on role for a hardworking, results-oriented sales leader who understands the nuances of retirement services and is comfortable navigating an entrepreneurial setting.
Essential Functions
• Advisor Relationship Development: Establish, grow, and maintain relationships with financial advisors, plan consultants, and other key retirement plan influencers across the country.
• Strategic Growth: Partner with internal leadership to craft and execute a strategic plan for penetrating the retirement plan market and growing Navia’s footprint.
• Sales Execution: Deliver impactful sales presentations and proposals to advisors and plan sponsors. Effectively articulate Navia’s differentiated retirement offerings.
• Market Intelligence: Stay abreast of industry trends, competitor offerings, and regulatory changes to position Navia effectively in the market.
• Cross-Functional Collaboration: Work closely with product, marketing, and operations teams to ensure alignment of sales efforts with overall business objectives.
• Quota Achievement: Consistently achieve and exceed sales targets and growth metrics in a competitive environment.
• Travel: Travel up to 50% to build and maintain advisor relationships, attend industry conferences, and drive regional presence.
Requirements
• Proven track record of success in retirement plan sales (401(k), 403(b), 457, etc.), with a minimum of five years of experience in an outside sales role.
• Deep relationships and credibility within the financial advisor and retirement plan consultant community nationwide.
• Strong knowledge of the retirement plan landscape, including recordkeeping, TPA services, and fiduciary considerations.
• Demonstrated ability to grow a market presence and build brand recognition.
• Excellent communication and presentation skills; comfortable with public speaking and representing Navia at industry events.
• Proficient with CRM tools (e.g., Salesforce) and Microsoft Office Suite.
• Bachelor's degree or equivalent experience.
Desired Background
• Experience at leading retirement providers (Empower, Fidelity, Principal, Vanguard, etc.) preferred.
• Entrepreneurial mindset with the ability to thrive in a dynamic and evolving organization.
• Strong work ethic and hands-on approach to building a book of business from the ground up.
Apply Now
Apply Now