Retirement Renewal Sales Director

Lead retention strategy for Core Retirement’s most complex, high-value clients and drive revenue protection through disciplined, cross-functional renewal execution.

Responsibilities

• Own and execute the retention strategy for Core Retirement’s largest and most strategically important clients
• Personally engage in high-risk renewal situations to drive successful outcomes with senior-level influence
• Develop and lead tailored retention strategies covering pricing, service, relationship, and competitive dynamics
• Use established internal relationships and credibility to align cross-functional teams around retention priorities
• Act as a senior leader and trusted advisor during complex renewal discussions
• Partner with Sales, Relationship Management, and Client Service leaders to strengthen client engagement
• Reduce attrition and protect high-value revenue streams in the large-plan segment
• Identify trends and root causes of client loss, then partner across the organization to address drivers proactively
• Support strategic pricing and positioning decisions to maximize revenue and retention while maintaining financial discipline
• Improve client economics by introducing additional services and products through the renewal process
• Collaborate across Sales, Operations, Product, Technology, and Client Service to address systemic attrition causes
• Champion improvements in service delivery and client experience that impact retention outcomes
• Institutionalize a proactive, data-driven retention model
• Provide clear, actionable insights to senior leadership on retention risk, pipeline, and outcomes
• Implement a structured approach to identifying and intervening with “at-risk” clients earlier in the lifecycle
• Drive accountability across teams for retention results
• Ensure confidential data is protected, properly handled, and secured against unauthorized access, improper transmission, and/or unapproved disclosure

Requirements

• Minimum 10 years of experience in a high-performance retirement plan sales organization
• Proven ability to think strategically and execute tactically
• Effective organizational, leadership, decision-making, and communication skills
• Proficiency with sales tools and technologies (e.g., CRM, PowerBI, content management systems)
• Strong leadership presence and ability to influence without direct authority
• Deep credibility across the organization and with senior stakeholders
• Collaborative, solutions-oriented mindset focused on outcomes
• Confidence and clarity when navigating complex, high-pressure client situations
• Passion for strengthening the business through improved client retention

Technologies

• CRM
• PowerBI
• content management systems

Benefits

• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off

Openings and Location

• 1 opening
• Remote
• Preferably on the East Coast

Compensation: USD 175,000 - 200,000 per year