Senior Retirement Plan Solutions Advisor

Overview

The  Senior Retirement Services Advisor is responsible for new business development in connection with an annual production requirement primarily in the North Mississippi, North Alabama, Golden Triangle and Memphis markets.  The Senior Retirement Services Advisor will serve as an expert assisting in the sale of all types of retirement plans. 

RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER

Responsibilities

• Work with Internal Relationship Managers to generate warm leads in order to drive consistent and predictable profitability and organic growth to support overall sales goals
• Seek out new relationships with centers of influence and plan sponsors to further assist in the overall sales goals
• Create an annual production calendar to include lead generation campaigns, cold calling, letters, etc.
• Exhibit a deep knowledge of retirement plans in order to be a technical and educational resource for prospects and clients
• Maintain up to date knowledge of present legislation and proposed legislative changes affecting ERISA and non-ERISA plans
• Assist in training and mentoring of retirement sales staff
• Perform other related duties as assigned

Qualifications

• Bachelor’s degree in a business related field
• Minimum of 8 years of sales related experience
• Proficient in Microsoft Office suite, including advanced knowledge of Microsoft Excel, PowerPoint, Outlook, and Word
• Analytical thinking, including advanced writing/comprehension abilities
• Excellent written and verbal communication skills demonstrating the ability to deal tactfully and effectively with internal and external clients
• Strong organizational skills with strict attention to detail

Physical Demands

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.

Work Environment

The Bank’s professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank’s employees, customers, and assets.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word “May”.

This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties.  Other duties may be assigned as needs arise.  Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.