Retirement Business Development Director

Franklin Templeton

Boston, MA, US
Base: $100,000; bonus/equity: discretionary bonus ...
Fully remote
Defined contribution plan expertise
Mid-market client acquisition
401k and 403b sales experience
The role focuses on driving growth within the defined contribution space by targeting mid-sized companies with 100 to 500 employees

Job Summary

  • The role focuses on driving growth within the defined contribution space by targeting mid-sized companies with 100 to 500 employees.
  • Candidates will develop comprehensive business strategies to win new business and serve as the primary point of contact for key decision-makers.
  • The company offers a total reward philosophy including an 85% company match on 401(k) contributions and three weeks of paid time off in the first year.

Matching Summary

The role focuses on driving growth within the defined contribution space by targeting mid-sized companies with 100 to 500 employees.

Salary

Base: $100,000; Bonus/Equity: Discretionary bonus offered; Benefits: 401(k) with 85% match, health insurance, PTO

Skills & Requirements

Must-have

  • Defined contribution plan expertise
  • Mid-market client acquisition
  • 401k and 403b sales experience
  • Relationship management with HR directors
  • Pipeline forecasting and revenue tracking

Nice-to-have

  • Consultative approach to plan design
  • Strong negotiation and presentation skills
  • Ability to work independently
  • Passion for driving business growth
  • Collaboration with cross-functional teams

Key Requirements

  • Bachelor's degree in business, finance, or economics
  • 7+ years of experience in business development or sales
  • FINRA Series 7 and 63 licenses required
  • Proven track record selling retirement solutions to mid-sized businesses

Work Rights

Not specified

Tailored Resume

Cover Letter