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Grow the firm’s retirement and insurance asset base across Retirement Plans, Annuities, COLI, and General Account assets
Partner with the Head of Insurance and Retirement Group to lead retirement strategy, including sales execution, product innovation and client segmentation
Serve as lead relationship manager for a targeted list of prospects and clients, including Recordkeepers, Mid-Market Consultants, Aggregators, Fiduciary Service Providers, and Insurance Carriers
Develop and execute client-level sales and servicing strategies aligned with IRG priorities, annual sales targets and asset retention goals
Clearly articulate the value of JHI products and services, including practice management and value add content, as well as capital markets and economic insights
Drive durable, profitable growth across the IRG client base through proactive business development and relationship expansion
Partner with assigned Account Managers and coach, mentor and develop IRG team members
Contribute to IRG annual planning, including sales goals, budget development and strategic objectives
Perform additional responsibilities as required
Executive Director, Retirement
Sacramento, CA$145K - $160K / yearPosted 1 weeks ago
Full-timehybridexecutive