Team Lead, Institutional Retirement Sales

What you'll be doing

• Directs the core team responsibilities to improve standards and enhance our internal/external customer experience

• Act as a resource on DC and SVIO products, as well as industry related data for external and internal stakeholders

• Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives

• Ensure the proper processing of all sold products from time of sale to issuance

• Develop and maintain a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities

• Identify new advisors/consultants and makes proactive calls to prospective plan sponsors and intermediaries to generate RFP's and/or appointments

• Manage the sales cycle (including but not limited to; generating the proposals, preparing for finalist presentation...