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Sales Representative
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- The Sales Representative will report to the Regional Office Head and become a valued member of a dynamic team of sales representatives known for their energy, enthusiasm, and strong drive for success.
- The Sales Representative will operate in a sales and marketing capacity, focusing on clients and prospects within an assigned territory.
- Schedule qualified appointments with plan sponsors of 401k and 403b Plans through various strategies such as cold calling, networking, and referrals.
- Work within a designated geographic territory to cultivate new prospects, cross-sell solutions, surpass goals, and successfully close sales.
- Participate in client review meetings with the Customer Relationship Manager (CRM) for the top five to ten clients in the Sales Representative's territory.
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