Choose Finway • Career Opportunities

Sales & Relationship Manager

Dynamic Relationship Management and Strategic Sales Collaboration!

Your Tasks and Expectations

Advisor Collaboration
Communicate with advisors, understanding their needs and crafting solutions for plan sponsors.

Strategic Marketing Involvement
Participate in diverse marketing initiatives, including presentations at local and regional events.

Client Support Enhancement
Provide limited support to plan sponsor clients, reinforcing relationships with advisors.

Territory Engagement
Periodically travel within the territory to support critical relationships and contribute to sales presentations.

Operational Collaboration
Interact with operations team members, promoting continuous process improvement.

Efficient Proposal Handling
Work alongside Finway to request/prepare proposals, lineups, investment program model returns, RFPs, and fee benchmarking reports.

CRM Management
Develop a working knowledge of our CRM system, maintaining the sales cycle through CRM – Force Manager.

Network Expansion
Actively solicit and bring new financial advisors and Wholesaler relationships to the distribution channel.

Project Support
Assist in handling special client requests, addressing sensitive client issues, and contributing to departmental projects with regular status updates.

Professional Relationship Maintenance
Respond professionally and timely to inquiries from network contacts, ensuring continued and strengthened business relationships.

Sales Opportunities Pursuit
Follow up with leads, coordinate pre and post-sales deliverables, and uncover new retirement plan sales opportunities in collaboration with network contacts.

About Us

At The Finway Group, we’re not your typical corporate America. We specialize in 401(k) plan administration, compliance, and retirement plan consulting. Empathy and compassion are our driving forces as we navigate the exciting journey of growth together.

Our Culture

Join our family-oriented culture, where we celebrate hard work, determination, and being the best at what we do. At The Finway Group, we’re all about investing in your future. If you’re ready to make that investment, we’re ready to welcome you with open arms.

Why Choose The Finway Group?

Join our close-knit family, where every day feels like a win. Here’s why you should be a part of our team:

  1. People First
    We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
  2. Secure Future
    Enjoy a 3% company contribution to your 401(k).
  3. Time to Recharge
    Start with 15 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays.
  4. Path to Success
    Be part of our rapid business growth with opportunities for career advancement.
  5. Work-Life Balance
    Flexible hours within industry standards ensure you can maintain a healthy balance.
  6. Dress Comfortably
    Our office maintains a business casual dress code, with jeans allowed.

Send an Application