Regional Vice President - Retirement Plan Sales jobs in United States
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Alerus · 8 hours ago

Regional Vice President - Retirement Plan Sales

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

Company

Alerus

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Alerus (Nasdaq: ALRS) is a commercial wealth bank and national retirement services provider.

Funding

Current Stage
Public Company
Total Funding
unknown
2019-09-12IPO

Leadership Team

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Al Villalon
Executive Vice President, Chief Financial Officer at Alerus (NASDAQ: ALRS)
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Kris Compton
Chief Operating Officer
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Company data provided by crunchbase