Employment Opportunities

 

Career Opportunity:	Retirement Plan Business Development and Marketing Professional
Division/Department:	Partner, Retirement Plan Services
Responsibilities:	Generate leads through personal and business contacts, for the sale of retirement plan and investment advisory services to business owners and/or corporate entities. Use networking to gain the trust of centers of influence and to develop multiple referral sources. Close new cases utilizing a consultative sales approach. Manage ongoing client relationships through periodic communications and annual reviews. Manage ongoing relationships with trusted client advisors (accountants, lawyers, investment advisors) through periodic communications and meetings. Identify new sales and cross-selling opportunities among existing client relationships. Maintain retirement plan knowledge and expertise of retirement plan regulatory and compliance issues and their impact on existing and future business. Participate in industry meetings to stay abreast of current trends and services in order to identify new sales opportunities and strategies. Maintain tracking system to monitor sales activities on a weekly basis, including initial calls to potential clients, calls to trusted advisors, existing clients, and other sources of referrals or leads or new business opportunities generated from the activities.
Qualifications:	EDUCATION/CERTIFICATIONS: Undergraduate degree in Business, Finance, Marketing or related field Securities registration (Series 6 or 7 and 63) a plus Investment advisory license (Series 65) a plus MBA or CFA a plus PROFESSIONAL EXPERIENCE: Minimum of five years experience in sales and marketing of financial products, preferably of company retirement plans. History of high volume of sales and the acquisition of new clients. Experience and success with 401(k) plans, 403(b) plans and other qualified and non-qualified retirement plans acquired by business owners, not-for-profits and corporations. Experience with mutual funds and other retirement plan investment vehicles. Knowledge of fiduciary obligations of retirement plan sponsors. Some experience with defined benefit pension plans helpful. Interest in developing expertise in new marketplaces and fields. Experience in developing personal business relationships, in particular networking. Experience in utilizing virtual and online networking sites, blogs and other technologies to enhance the development of referral networks. Knowledge of retirement plan compliance and regulatory issues. PERSONAL CHARACTERISTICS: Exceptional relationship building skills, including ability to work effectively with trusted client advisors. Strong marketing, sales and negotiation skills that demonstrate leadership, commanding presence, and persuasive ability. Strong team leadership skills and understanding of team effort to close. Articulate, both in verbal and written communication. Achievement orientation, high energy, creative, and optimistic. Willingness to travel and spend significant time with prospects and clients.
Benefits:	We offer a competitive benefits package which includes: Medical, Dental, Life & Supplemental Life, Short Term and Long Term Disability, Flexible Spending Account, Section 125 plan, Business Travel Accident, 401(k) plan with 50% company match.  We also offer “Summer Fridays” and our dress code is business casual.
About Us:	Chernoff Diamond is a rapidly growing Benefits and Risk Management Consulting Firm that advises local and national clients. Our culture is diverse, our atmosphere is intellectually stimulating and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.   Please visit us on the web at www.chernoffdiamond.com.
How to Apply	Submit resume and introductory communication to: mail@chernoffdiamond.com or fax (516) 247-3350