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Alerus · 9 hours ago

Regional Vice President - Retirement Plan Sales

United States

Full-time

Onsite

Mid Level

$75K/yr - $75K/yr

2+ years exp

Alerus is a commercial wealth bank and national retirement provider focused on helping clients achieve their financial goals. The role involves generating new business opportunities and managing customer relationships, with an emphasis on building loyalty and understanding client needs.

BankingFinancial ServicesVenture Capital

Responsibilities

Actively solicit new business opportunities with existing customers

Create and maintain networking relationships to create a pipeline of business

Maintain and meet new business contribution goals as outlined in the performance plan

Understand the benefits of Alerus Retirement and Benefits’ products and effectively differentiate Alerus Retirement and Benefits from the competition

Retain and expand existing customer relationships using the relationship and product models in place

Maintain periodic communication with clients to ensure service standards are being met

Represent Alerus Retirement and Benefits in community organizations and industry events

Qualification

Retirement Plan knowledgeSales experienceClient service skillsMicrosoft WordMicrosoft ExcelCommunication skillsOrganizational skillsProblem-solving skills

Required

Bachelor's Degree in a business related field, or equivalent experience

Minimum of two years' experience in a sales role

Good written/oral communication, organization, and client service skills required

Ability to maintain professional working relationships with internal and external clients

Ability to work independently and set priorities

Ability to interpret documents and resolve technical problems

Basic knowledge of Microsoft Word and Excel

Available to work overtime to cover peak workloads and other business needs

Benefits

Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance

401(k) and ESOP for retirement savings

Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave

Learning and development resources for personal and professional career development, and advancement opportunities

Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services

Support for the communities we live in through paid volunteer time and a company donation match opportunity