Now Hiring - DP Grow LLC - Retirement Plans Sales Representative in Richmond, VA

Full description of the position

Retirement Plans Sales Representative Overview The Sales Representative This position is responsible for a variety of sales related duties to include prospecting and developing sales related duties to include prospecting and developing sales relationships with strategic partners, current clients, as well as developing a reputable relationship with existing clients. This is a developing role, to include becoming a Registered Investment Advisor Representative. Job Responsibilities * Analyzing current data base to run specific campaigns following a structured cadence of emails, make phone calls scheduling initial discovery meetings with DP Grow retirement plan specialists. * Learn and become proficient in the use of CRM to track all communications and data with prospective clients. * Gather documentation when necessary for the conversion with retirement plan specialist. * Schedule appointments each week. * Provide ongoing progress updates on new business development activities, and other key indicators. * Execute phone calling strategy to prospect targets for potential leads. * Responsible to observe, implement and fully adhere to the sales systems used by DP Grow. * Cooperate with strategic partners and vendors to achieve company objectives * Project an outstanding professional image in representing DP Grow to clients and the community. * Meet activity requirements set forth by the VP of Sales. * Attend meetings to discuss your weekly and monthly activities. * obtaining series 65 licensing and certification Preferred Qualifications * 1-2 years Business-to-Business or similar sales experience required. * Detail and follow up oriented. * Projecting a positive image in representing the company to clients and the community. * Bachelor's degree or equivalent combination of education and experience. * Exemplary communication skills to include written, verbal and presentation skills. * Self-starter with ability to meet deadlines in a fast-paced environment. Job Type: Full-time Pay: $50,000.00 - $75,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Compensation Package: * Bonus opportunities * Commission pay Schedule: * 8 hour shift * Monday to Friday Ability to Commute: * Richmond, VA 23230 (Required) Ability to Relocate: * Richmond, VA 23230: Relocate before starting work (Required) Work Location: Hybrid remote in Richmond, VA 23230