Internal Wholesaler

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE:

This position is responsible for providing support to external Retirement Sales Consultants by providing prospect related documents for new business opportunities to Retirement Sales Consultants and the wholesale networks (Wholesalers, Advisors, Brokers, and TPAs) they serve. Also, responsible for assisting Relationship Teams with various client and plan related updates.

WHAT YOU'LL BE DOING:

• Work in partnership with Retirement Sales Consultants to conduct prospecting calls and meetings in your territory, request/prepare proposals, lineups, investment program model returns, RFPs, and fee benchmarking reports.
• Develop a working knowledge of the CRM and create/maintain pipeline management.
  
  
  
  • Partner with external Retirement Sales Consultants to solicit and bring in new financial advisors/TPAs/Wholesaler's relationships to the distribution channel.
  
  
  
  
• Assist in maintaining and building business relationships by responding professionally and timely to inquiries from network contacts.
• Follow-up with leads, coordinate pre and post sales deliverables with network contacts.
• Conduct sales activities, i.e., cold call and email; to potential clients utilizing marketing materials to assist in ongoing sales generation alongside the Retirement Sales Consultant.
• Assist Retirement Sales Consultant in keeping abreast of changes in the marketplace, and other pertinent industry data.
• Serve as a liaison between the Retirement Sales Consultant and other internal departments throughout the sales process.

WHAT YOU SHOULD HAVE:

• Four or more years of experience in accounting or business field or applicable experience in retirement industry.
• Excellent written/oral communication, organization, and customer service skills required.
• High level of commitment to accuracy and detail, strong analytical skills.
• Ability to maintain professional working relationships with internal and external clients.
• Proven ability to adapt to a fast paced, changing environment.
• Ability to prioritize and independently manage multiple, concurrent tasks while meeting deadlines.

WHAT WE BRING TO THE TABLE:

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

BASE PAY RANGE:

$55,000 - $70,000 per year plus incentive compensation.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.