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- Tasks: Develop new business and provide fiduciary guidance to retirement plan sponsors.
- Company: Join a leading employee benefits firm with 35 years of experience serving 5,000 clients.
- Benefits: Enjoy a full-time role with opportunities for growth and professional development.
- Why this job: Make a real impact by helping businesses secure their employees' financial futures.
- Qualifications: Bachelor’s degree and 5+ years of sales experience required; licenses preferred.
- Other info: This is an associate-level position in the dynamic staffing and recruiting industry.
The predicted salary is between 36000 - 60000 £ per year.
Retirement Plan Advisor, Business Development Join to apply for the Retirement Plan Advisor, Business Development role at Landing Point . Overview A leading employee benefits firm with over 35 years of experience, serving nearly 5,000 clients across the U.S., is seeking a Retirement Plan Advisor for Business Development in the New England area. This role focuses on developing new business and providing fiduciary guidance to plan sponsors. Responsibilities Identify and research potential clients, including businesses and employers seeking retirement plan solutions. Initiate contact through cold calling, networking, referrals, and other lead generation methods. Build business by establishing relationships with current and prospective clients and educate them on the full range of services. Collaborate with marketing on client/prospect events and email campaigns. Design and present tailored retirement plan proposals aligned with client goals. Work with internal teams to ensure plans meet compliance and regulatory standards. Stay informed about industry trends, regulations, and changes in the DC/DB landscape to provide accurate advice. Qualifications Bachelor’s degree or equivalent experience. 5+ years of sales experience, preferably in retirement, advisory, and compliance services. Proficient in Excel, Word, PowerPoint, and adaptable to new software. Preferred: AIF, CFP, Series 65 license, and Life, Accident, and Health licenses. Additional Details Seniority level: Associate Employment type: Full-time Job function: Sales and Business Development Industry: Staffing and Recruiting #J-18808-Ljbffr
Retirement Plan Advisor, Business Development employer: Landing Point
Contact Detail:
Landing Point Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Plan Advisor, Business Development
✨Tip Number 1
Network with professionals in the retirement planning and employee benefits sectors. Attend industry events, webinars, and local meetups to connect with potential clients and other advisors who can refer you.
✨Tip Number 2
Stay updated on the latest trends and regulations in retirement planning. This knowledge will not only help you in conversations with potential clients but also demonstrate your expertise and commitment to providing valuable advice.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your expertise and connect with businesses looking for retirement plan solutions. Share relevant content and engage with posts to increase your visibility in the industry.
✨Tip Number 4
Consider collaborating with marketing teams to create informative content or host events that educate potential clients about retirement plans. This proactive approach can help you build relationships and generate leads effectively.
We think you need these skills to ace Retirement Plan Advisor, Business Development
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and business development, particularly in retirement plans or advisory services. Use specific examples to demonstrate your success in building client relationships and achieving sales targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the retirement plan landscape and your passion for helping clients. Mention any relevant qualifications, such as AIF or CFP, and explain how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, emphasise your proficiency in tools like Excel, Word, and PowerPoint. If you have experience with compliance and regulatory standards, make sure to include that as well, as it is crucial for this role.
Show Industry Knowledge: Demonstrate your awareness of current trends and regulations in the retirement planning industry. This could be through mentioning recent changes you've followed or how you've adapted your strategies in previous roles to meet evolving client needs.
How to prepare for a job interview at Landing Point
✨Know Your Industry
Make sure to brush up on the latest trends and regulations in the retirement planning sector. Being able to discuss current events and how they impact potential clients will show your expertise and commitment to the field.
✨Tailor Your Approach
Prepare to discuss how you would identify and approach potential clients. Think about specific strategies you could use for cold calling and networking, and be ready to share examples from your past experiences.
✨Showcase Your Relationship-Building Skills
This role is all about building relationships. Be prepared to talk about how you've successfully established connections with clients in the past and how you plan to do so in this new position.
✨Demonstrate Your Technical Proficiency
Since the job requires proficiency in Excel, Word, and PowerPoint, be ready to discuss how you've used these tools in your previous roles. You might even want to prepare a sample presentation or proposal to showcase your skills.
