Vice President of Retirement Plan Sales Job at First Community Trust, N.A., Dubuque, IA

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  • First Community Trust, N.A.
  • Dubuque, IA

Job Description

Why First Community Trust (FCT)?

We truly believe that  people matter . From our clients to our employees, our goal is to make sure we take care of our people first.

FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing growth initiatives, and we are seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.

The  Vice President of Retirement Sales  will be responsible for leading, managing and executing the strategic sales of FCT's retirement plan solutions including 401(k), 403b, and 457 plans to credit unions and businesses in the assigned target market. They will ensure strong relationship management and service to FCT staff, client institutions, plan participants, and sponsors.

NOTES:

  • Seeking candidates currently living in Iowa (hybrid position).
  • This position will require travel within Iowa and the Midwest, and beyond as FCT grows its credit union partnerships.

What You'll Be Doing

  • Lead and manage the strategic sales of FCT's retirement plan solutions within the Institutional division.
  • Collaborate with staff in the Institutional division to develop growth and sales strategies and execute plans.
  • Identify, develop, sell, close, manage and retain qualified and non-qualified retirement plans in assigned markets and within budget.
  • Engage in new business outreach to prospective institutions and companies via phone, email, webcam and in-person meetings.
  • Conduct in-person and web-based presentations and broad-market seminars to qualified prospects.
  • Consult with senior executives at prospective client institutions to define retirement objectives and financial goals.
  • Provide subject matter expertise on retirement plans, administration, and service to FCT's Wealth Advisors and other FCT staff.
  • Participate in marketing planning calls as a subject matter expert as collateral is developed (i.e., white papers, brochures, web content, etc.).
  • Keep informed of best practices, trends, developments, and products and services that affect FCT's business, plan sponsors and participants.

Who You Are

  • College degree in accounting, finance, or related field.
  • 5+ years of sales experience preferred.
  • Comprehensive understanding of retirement plan administration and service.
  • Understanding and experience in the needs-based sales process.
  • Experience in retirement plan sales or administration.
  • Experience with Client Relationship Management (CRM) systems (i.e., Salesforce).
  • Exceptional consultative selling abilities and relationship management skills.
  • Strong strategic planning, analytical, organizational, and verbal and written communication skills.
  • Public speaking experience.
  • Proficiency with Microsoft Office/365 (Excel, Word and PowerPoint).
  • Self-motivated with the ability to work independently and with a team.

*Credit and criminal history verification will be required of all applicants.

FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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