Retention Sales Director
Core
Senior sales leader protecting and growing Mid-Large retirement plan business through proactive retention strategies, risk management, and high-impact renewal execution.
Role type
Senior IC retention sales director
Builds
Corporate and Taft-Hartley retirement plans ($50m+)
Domain
Financial services / Retirement planning
Required skills
retention strategy execution, risk management, complex multi-stakeholder negotiations, RFP strategy and response, contract negotiation, pricing strategy, competitive positioning, executive-level presentation, consultative selling
Preferred skills
ERISA regulations knowledge, plan design expertise (DC, DB, non-qualified), financial acumen, cross-functional collaboration
Technologies
RFI/RFP tools, data analytics
Responsibilities
Own and execute retention strategy for Mid-Large Corporate and Taft-Hartley clients; Proactively identify, quantify, and manage retention risk; Develop and execute sponsor-level action plans; Lead due diligence events including RFI/RFP strategy and contract negotiations; Design and implement loyalty and engagement programs
Seniority
Senior, hands-on IC