Investment Firm

DOE

Orlando, FL

Regional Manager Responsibilities:

• Manager the relationships already established with various local unions from the Business Manager level on through various levels of the organization including Business Agents, Executive Board members, Chief Stewards and Stewards to get access to the members of the local
  
  
• Conduct educational workshops focusing on the fundamental principles of the retirement planning process as well as saving for retirement
  
  
• Conduct one-on-one consultations that develop from workshops and sell client on transfer of assets from existing defined benefit plans or defined contribution plans to a retirement account and educate and assist in the process of opening a new account
  
  
• Conduct annual account reviews to make any adjustments necessary to current assets allocation and to help maintain our 98% retention rate
  
  
• With referrals from existing relationships and contacts developed at national conferences, open up new relationships with other locals and unions in the region

• Previous sales and/or financial services wholesaling experience (Wire House or Bank Trust sales preferred)
  
  
• Ability to create and implement an effective business plan
  
  
• 5-7 years in the industry (401K and IRA rollover experience): 10 years work experience.
  
  
• Ability to build and solidify key business relationships
  
  
• Minimum series 7/63 licenses required
  
  
• Strong presentation skills, including seminars and client meetings – Candidates must be able to communicate effectively to large groups
  
  
• Ability to create home office until business warrants a centrally located office
  
  
• Willingness to conduct evening workshops that will require some travel throughout a specific region
  
  
• Experience with Unions a plus
  
  
• Frequent travel required