Retirement & Wealth Sales LeaderMarsh McLennan • Boston, MA, US
Retirement & Wealth Sales Leader
Marsh McLennan • Boston, MA, US
30+ days ago
Job type
- Full-time
Job descriptionOne additional meeting for unvalidated producers Deliver sales results, through Accountability meetings, in key areas such as, but not limited to : New business Velocity Retention Cross-sell and referrals Self-generated business Establish annual sales goals for the Retirement & Wealth producers. Collaborate with regional Business Insurance ("BI") and Employee Health & Benefit ("EH&B") leaders to develop and rollout cross sell programs within the Northeast region. Assist producers with specific new business opportunities (as needed) Conduct Cross-Sell Pipeline meetings with other Sales Leaders. Conduct Cross-Sell Opportunities with Business Leader Responsible for all offerings related to sales training for all producers within the organization : Sales Transformation Process Integration COI Development Use of Salesforce Presentation and Closing Skills Learning Paths updating and accountability Sales Intern Program New Producer Mentoring Program Responsible for ensuring Retirement & Wealth producers have proper training understanding of industry products and platforms, including the following : Investment products (i.e. Mutual Fund, CIT, general account, spread products, etc.) Collaborate with National Retirement Producer Development Coordinator and regional Retirement & Wealth leaders to ensure the processes, playbooks, and other producer resources. are designed to support producers throughout the entire business line Recruit and actively participate (as needed) in producer interviews and hiring process Meet with investment hires (unvalidated producers) to see how they are progressing Work with sales managers to improve results of under-performers Lead monthly sales meetings to promote and share best practices with all producers One additional meeting for unvalidated producers Deliver sales results in key areas such as, but not limited to : New business Velocity Retention Cross-sell and referrals Self-generated business Collaborative drive sales performance through teamwork and fostering a culture of shared success Communicative must be an outstanding communicator as well as a great listener, garnering cross-regional perspectives and buy-in to the business line and organizational sales culture Be a trusted resource perceived by producers as an invaluable resource that is critical to their success. Proven track record building and leading a sales program, inspiring and motivating producers to achieve greatness Appropriately licensed Series 65 or Series 66
Retirement & Wealth Sales Leader
This position is responsible for providing sales leadership within the Retirement & Wealth business line, aligning with the overarching sales leadership framework of MMA at both regional and national levels. A comprehensive understanding of the operational dynamics within this context is essential for achieving success. Performance will be evaluated based on the overall sales growth and progress of the Retirement & Wealth business line, both regionally and nationally.
Responsibilities for the Northeast Region include :
Work with Northeast Regional Chief Sales Officer, National Retirement Producer Development Coordinator and the Retirement & Wealth business leader to build, train and develop Retirement & Wealth producer talent. In this role the Retirement & Wealth Sales Leader will have the following responsibilities :
- Recruit and actively participate (as needed) in producer interviews and hiring process
- Meet with investment hires (emerging producers) to see how they are progressing
- Work with newly 'established' producers through their validation and continue their support as needed to build their book to the "$1 million" and "$2 million" levels.
- Work with sales managers to improve results of under-performers
- Lead monthly sales meetings to promote and share best practices with all producers
One meeting broadly for all Retirement & Wealth producers
Pipeline / activity
Accelerate
Provider platform requirements and availability (i.e. NAV, Group Annuity Contracts, etc.)
Responsibilities for the National practice include :
One meeting broadly for all Retirement & Wealth producers
Pipeline / activity
Reporting
The Retirement & Wealth Sales Leader reports directly to the Northeast Chief Sales Officer and indirectly to the Retirement & Wealth National Practice Leader. The dual reporting is designed to reflect the dual nature of this unique role.
Key qualification
Benefits
The Retirement & Wealth Sales Leader will be a Northeast regional colleague and will participate in the regional employee benefits program(s).
Create a job alert for this search
Sales Leader • Boston, MA, US
Related jobs
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more
Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Scituate, Massachusetts.Job Description & Requirements.
We’re seeking talented healthcare professionals ...Show more
A company is looking for a Wellness Sales Enablement Lead to enhance sales effectiveness and strategy execution in wellness services.
Key Responsibilities : Serve as the subject matter expert for w...Show more
AlliedTravelCareers is working with Medical Solutions to find a qualified Physical Therapist (PT) in Scituate, Massachusetts, 02066!.
A facility in Scituate, MA is seeking its next amazing PT (Physi...Show more
Job Summary Riverside Payments is one of the largest and fastest growing merchant services companies in the nation.We give businesses the ability to accept debit and credit cards as a form of payme...Show more A company is looking for a Manager of Wealth Management Service.Key Responsibilities Manage and develop a team of licensed financial advisors, providing coaching and performance feedback Impleme...Show more A company is looking for a Revenue Enablement Architect - Sales Leadership.Key Responsibilities Design and architect comprehensive leadership development programs for sales leaders Align program...Show more A company is looking for a Senior Advisor, Wealth Management Service.Key Responsibilities Provide exceptional onboarding experiences for new clients Develop comprehensive financial plans tailore...Show more A company is looking for a Director, Retirement Platform Enablement (Remote).Key Responsibilities Define, document, and standardize platform practices, including policies and procedures Engage w...Show more A company is looking for a Sales Director in the Healthcare Industry for remote work.Key Responsibilities Build and maintain relationships with midsize to enterprise-level clients in the Healthca...Show more At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Physical Therapist (PT) in Essex, Massachusetts, 01929!.
Looking for a change of scenery and a chance to help others?...Show more A company is looking for a Small Business Sales Specialist in the Southwest region.Key Responsibilities Acquire new clients with 10-50 employees through the sale of group benefits Develop and ma...Show more At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more 
Join Our Growing Team as an Executive Sales Representative!.Territory : Southern New Hampshire / North Shore Massachusetts.
Are you a results-driven sales professional ready to unlock your full earni...Show more
Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - North Scituate, MA
LifeStance Health • North Scituate, MA, US
Full-time +1
Last updated: 30+ days ago • Promoted
Travel Physical Therapist
Medical Solutions Allied • Scituate, MA, US
Full-time
Last updated: 30+ days ago • Promoted
Wellness Sales Enablement Lead
VirtualVocations • Dorchester, Massachusetts, United States
Full-time
Last updated: 28 days ago • Promoted
Travel Physical Therapist (PT) - $2,239 per week in Scituate, MA
AlliedTravelCareers • Scituate, MA, US
Full-time
Last updated: 30+ days ago • Promoted
Sales Account Executive - Remote
Riverside Payments • Gloucester, Massachusetts, US
Remote
Full-time
Last updated: 30+ days ago • Promoted
Licensed Wealth Management Manager
VirtualVocations • Dorchester, Massachusetts, United States
Full-time
Last updated: 12 hours ago • Promoted • New!
Sales Leadership Development Architect
VirtualVocations • Dorchester, Massachusetts, United States
Full-time
Last updated: 6 hours ago • Promoted • New!
CFP Licensed Wealth Advisor
VirtualVocations • Dorchester, Massachusetts, United States
Full-time
Last updated: 12 hours ago • Promoted • New!
Director of Retirement Solutions
VirtualVocations • Dorchester, Massachusetts, United States
Full-time
Last updated: 2 days ago • Promoted
Healthcare Sales Director
VirtualVocations • Dorchester, Massachusetts, United States
Full-time
Last updated: 22 days ago • Promoted
Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA
LifeStance Health • Greenbush, MA, US
Full-time +1
Last updated: 30+ days ago • Promoted
Travel Physical Therapist (PT) - $2,141 to $2,341 per week in Essex, MA
AlliedTravelCareers • Essex, MA, US
Full-time +1
Last updated: 30+ days ago • Promoted
Life and Health Insurance Sales Specialist
VirtualVocations • Lowell, Massachusetts, United States
Full-time
Last updated: 12 hours ago • Promoted • New!
Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Greenbush, MA
LifeStance Health • Greenbush, MA, US
Full-time +1
Last updated: 30+ days ago • Promoted
Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA
LifeStance Health • Gloucester, MA, US
Full-time +1
Last updated: 30+ days ago • Promoted
Licensed Mental Health Therapist (LCSW, LICSW, LMHC, LMFT) - Gloucester, MA
LifeStance Health • Gloucester, MA, US
Full-time +1
Last updated: 30+ days ago • Promoted
Licensed Therapist (LCSW, LICSW, LMHC, LMFT)- Child or Adult - Greenbush, MA
LifeStance Health • Greenbush, MA, US
Full-time +1
Last updated: 30+ days ago • Promoted
SALES REPRESENTATIVE
Metropolitan Linen Service Corp • Haverhill, MA, US
Full-time
Last updated: 30+ days ago • Promoted