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Director of Retirement Plan Services + West Omaha Location

Lutz locationOmaha, NE
43 positions

Web Mktg Technology Specialist

Lutz locationOmaha, NE
43 positions
info linkReport a probelm Originally Posted : November 20, 2020 | Expires : December 20, 2020


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Cash Flow / Income Analysis
Cash Management
Customer Service
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Estate Planning
Finance Management
Financial Advisor
Financial Analysis
Financial Counseling
Financial Planning
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Job Location
Omaha, NE, United States


Director Of Retirement Plan Services + West Omaha Location


Growing West Omaha Firm has an opportunity for a Director of Retirement Plans Services- 401K to join their great team.  They are looking for a great relationship builder to help take them to the next level.

  • Primary focus on building and maintaining current relationships. Identifying and building new Direlationships with an annual production requirement, includes lead generation campaigns
  • Seek out new relationships with various plan sponsors, centers of influence, and strategic partners, producers and sales representatives around the country
  • Develop relationships with various plan sponsors, centers of influence and alliance partners, producers and sales representatives on a local and regional level to ensure wide distribution of all products and services
  • Demonstrate proficiency at discovery process (sales due diligence) and competitive differentiation.
  • Manage multiple facets of the sales process, including coordination of meetings, support materials, follow-up tasks, phone calls, proposals, presentations, closing business, etc.
  • Input accurate and timely information into sales automation platform (CRM) relative to first appointments, follow-up appointments, conceptual/finalist meetings, etc. to facilitate realistic corporate sales and revenue projections
  • Prepare for and participate actively in all first appointments, close presentations, and individual Producer
  • Develop and oversee preparation of proposals
  • Compile and send out responses to Requests for Proposals (RFPs). Assists in the completion of RFPs that are deemed good fits for the organization
  • Drive and support cross-selling strategies for existing clients, as well as new relationships
  • Other duties or tasks as may be necessary

Knowledge, Skills and Abilities:

  • Bachelor’s Degree, or an equivalent combination of education and experience may be considered
  • Minimum 4+ years of experience in a sales related capacity
  • CFP, CPFA are a plus but not required
  • Requires a strong financial aptitude
  • Computer literate. Knowledge of Excel, Word, and PowerPoint
  • Detailed and organized
  • Good communication and interpersonal skills


For confidential consideration, go to for the most prompt response.  You can also call Jessica Howes at 402-778-7974 or send your resume to  We understand that confidentiality is extremely important, and your resume will NOT be forwarded onto our client without your permission.


Job Number –  4900CB  

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Full-time Employee

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