Associated Bank

Retirement Plan Sales Consultant

Associated Bank

815 N Water St, Milwaukee, WI 53202, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

As a Retirement Plan Consultant you will discover and create relationships with companies and buying influences. A consultative approach is used with prospects to uncover needs and provide tailored retirement plan programs to meet their needs. Spend significant portion of time seeking out new business by sourcing prospects (cold calls, warm calls, referrals, etc.), conducting introductory meetings, proposal meetings, and renewal meetings with businesses and organizations using ABRC’s value added services and Strategic Selling methodology in order to generate and retain new business relationships. Deepens client relationships through cross selling -referring customers to business partners within and across lines of business who can best meet their needs. Acts as the quarterback on the servicing team to meet client expectations and retain clients - including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources. Maintains sold understanding of all of ABRC products and services, attends sales training seminars and product knowledge workshops. Stays current with industry trends.

Where is this job?
This job is located at 815 N Water St, Milwaukee, WI 53202, USA
Job Qualifications
  • 3+ years of prior sales experience highly preferred

  • Retirement Plan experience highly desirable

  • Securities Licensing (can be the combination of: Series 7 & Series 66 OR Series 7, Series 63 & Series 65)

Required Skills
  • Customer Relationship Management

  • Time Management

  • MS Excel

  • MS Word

Soft Skills
  • Adaptable

  • Process Improvement

  • Verbal communication

  • Detail Oriented

  • written communication

Compensation

According to JobzMall, the average salary range for a Retirement Plan Sales Consultant in 815 N Water St, Milwaukee, WI 53202, USA is $60,000 to $100,000 per year. This salary range is based on the experience, qualifications, and skills of the candidate. The salary range also depends on the size of the employer, the type of clients, and the geographical location.

Additional Information
Associated Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 10th, 2020
Apply BeforeJune 21st, 2025
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About Associated Bank

Associated Banc-Corp (NYSE: ASB) has total assets of nearly $34 billion and is one of the top 50 publicly traded U.S. bank holding companies. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 230 banking locations serving more than 110 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.

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