To drive strategic sales initiatives, the full-time remote FINRA Licensed Retirement Sales Executive will manage the sales cycle for 401(k) Retirement Plan Services targeting small and mid-market clients, leveraging an established professional network to develop relationships and negotiate terms. Key responsibilities Develops a sales pipeline through networking, conferences, and building relationships with consultants and sponsors Manages all aspects of the sales cycle, including proposal development, sales strategy execution, and negotiation of final terms Builds effective working relationships with internal partners and leverages sales support resources throughout the sales process Required qualifications An established and extensive professional network within the assigned geographical territory A demonstrated track record of success in developing a sales pipeline in the small and mid-market segment Series 7 and 63 licenses