Retirement Plan Services Business Development Officer

Company: Heartland Financial USA Inc
Location: Chandler
Posted on: March 9, 2023

Job Description:

HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.HTLF is a diversified financial services company headquartered in Dubuque, Iowa. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength - giving local decision-making the opportunity and insights to focus on customers and growth. Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We're dedicated to making HTLF the best place to work - where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.The RPS Business Development Officer identifies prospective customers in the local market as well as in assigned regional industry markets. Initiates contact with prospective clients, prepares and delivers presentations, follows-up with prospects, and closes sale. In addition to calling on new prospects, the employee will call on existing customers to identify additional business opportunities and customer needs.RESPONSIBILITIES:1. Responsible for developing new retirement plan business across all internal business lines and referral sources outside of Heartland Financial USA, Inc.2. Develops and maintains working relationships with internal and external referral sources.3. Manages a multi-state territory.4. Follows up to move prospects through the sales cycle quickly and efficiently.5. Maintains an active pipeline and uses internal applications to keep management appraised on progress.6. Identifies a prospect's specific needs and offers a custom solution.7. Completes investment analyses of client's fund option and offers suitable alternatives from Heartland's fund offering.8. Maintains up to date and accurate records, files, and critical data in sales data base.9. Responsible for maintaining working relationships with internal and external referral sources.10. Use consultative sales approach to identify prospect needs and offer custom solution.11. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.12. Performs other duties as assigned.REQUIRED SKILLS & EXPERIENCE:1. Bachelor's Degree in Business Administration or equivalent years of experience.2. 5-7 years of experience selling directly to plan sponsors with a track record of meeting or exceeding revenue/asset goals.3. Strong knowledge of plan design, compliance and testing, ERISA and industry standards.4. Able to use a consultative sales approach.5. Strong knowledge of investment options and an understanding of the fiduciary requirements of plan sponsors.6. Strong knowledge of defined contribution plans.7. Critical thinking and problem solving skills to identify and recommend appropriate follow-up action.8. Excellent organizational, multi-task and follow through skills.9. Maintain high level of confidentiality.10. Teamwork and interpersonal skills to work on organizational initiatives.11. Ability to multi-task.12. Familiarity with SunGard Relius, Mid-Atlantic Trust Company, vWise, and Smart 401(k) systems.OCCUPATIONAL CERTIFICATION:1. QPFC, QKA, APA designations highly preferred.Scheduled Weekly Hours:40Time Type:Full time

Keywords: Heartland Financial USA Inc, Chandler , Retirement Plan Services Business Development Officer, Other , Chandler, Arizona