VP Advisor Channel Consulting

Job Summary

A company is looking for a VP, Advisor Channel Consulting.

Key Responsibilities

• Develop and maintain trusted advisor relationships to secure long-term client partnerships
• Build and manage a balanced pipeline of target prospects through various prospecting methods
• Identify high-value opportunities and decision-making personas to qualify leads effectively

Required Qualifications

• 3-5+ years of experience in a B2B sales cycle role preferred
• Familiarity with defined contribution and defined benefits retirement plans and relevant ERISA regulations
• Proficient in Excel, Word, PowerPoint, and ability to learn new software
• Experience with sales tools and customer relationship management (CRM) systems
• ASPPA QPFC, QPFA, or QKA designation is a plus