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Compensation

 

 

DEFINED CONTRIBUTION (401K, 403B & 457 PLANS) RETIREMENT SALES COMPENSATION SURVEY:
Large Plan Markets

Table of Contents [ Overview ] [ Methodology ] [ More Information ]

INTRODUCTION

INSTITUTIONAL SALES
210 Position Description & Scope Information
220 Base Compensation — Salary
221 Base Compensation — Car Allowance
222 Base Compensation — Draw
223 Base Compensation — Salary plus Draw
230 Incentive Compensation — Commission and Bonus
231 Incentive Compensation — Performance Measures
240 Total Cash
250 Percentage of Fixed and Variable Pay
260 Long-Term Incentive
270 Other Compensation
280 Sales Production, Target, Cost of Sales and Productivity

INTERNAL SALES SUPPORT
310 Position Description & Scope Information
320 Base Compensation — Salary
330 Incentive Compensation — Commission and Bonus
331 Incentive Compensation — Performance Measures
340 Total Cash
350 Percentage of Fixed and Variable Pay
360 Other Compensation
370 Sales Targets

RELATIONSHIP MANAGER/CLIENT SERVICE
410 Position Description & Scope Information
420 Base Compensation — Salary
421 Base Compensation — Car Allowance
422 Base Compensation — Salary plus Car Allowance
430 Incentive Compensation — Commission and Bonus
431 Incentive Compensation — Performance Measures
440 Total Cash
450 Percentage of Fixed and Variable Pay
460 Other Compensation
470 Sales Targets

SALES DESK MANAGER
510 Position Description & Scope Information
520 Base Compensation — Salary
522 Base Compensation — Draw
523 Base Compensation — Salary plus Draw
530 Incentive Compensation — Commission and Bonus
531 Incentive Compensation — Performance Measures
540 Total Cash
550 Percentage of Fixed and Variable Pay
560 Long-Term Incentive
570 Other Compensation
580 Sales Targets

DIVISIONAL SALES MANAGER
610 Position Description & Scope Information
620 Base Compensation — Salary
621 Base Compensation — Car Allowance
630 Incentive Compensation — Commission and Bonus
631 Incentive Compensation — Performance Measures
640 Total Cash
650 Percentage of Fixed and Variable Pay
660 Long-Term Incentive
670 Other Compensation
680 Sales Production, Productivity and Targets

NATIONAL SALES MANAGER
710 Position Description & Scope Information
720 Base Compensation — Salary
721 Base Compensation — Car Allowance
730 Incentive Compensation — Commission and Bonus
731 Incentive Compensation — Performance Measures
740 Total Cash
750 Percentage of Fixed and Variable Pay
760 Long-Term Incentive
770 Other Compensation
780 Sales Production, Productivity and Targets

BENCHMARKS
810 Compensation Dispersion — Institutional Sales
820 Compensation Dispersion — Internal Sales Support
830 Compensation Dispersion — Relationship Manager/Client Service
840 Institutional Sales Pay Progression Analysis
841 Institutional Sales Production Progression Analysis
850 Institutional Sales Tenure Distribution
860 Internal Sales Support Pay Progression Analysis
870 Internal Sales Support Tenure Distribution
880 Relationship Manager/Client Service Pay Progression Analysis
890 Relationship Manager/Client Service Tenure Distribution

Please call 719/634-7041 for more information and/or to order this report.

 

 

COMPENSATION SURVEYS & REPORTS

Sales Compensation Survey & Analysis
2017-2018 Annual

Wholesaler Group Size & Compensation:
Mutual Funds | Annuities

Defined Contribution (401k, 403b & 457 Plans) Retirement Sales Compensation Survey:
Small to Midsize Plan Markets
Large Plan Markets

Cost of Distribution:
Mutual Funds | Annuities

Analysis of Sales Force:
Mutual Funds | Annuities