Retirement Services Sales Consultant

Company Overview

A leading provider of Third-Party Administrator (TPA) services, specializing in retirement plans such as 401(k), 403(b), 457, Solo
401(k), MEPs, and Cash Balance plans. With an established reputation in the industry, we have a robust portfolio of active lead sources and a client base ranging from emerging businesses to established enterprises. Our commitment to technical excellence and ERISA expertise has positioned us as a trusted partner in the retirement planning space.

• Collaborate with existing leads and actively prospect for new opportunities within the defined territory.
• Develop and maintain strong relationships with Advisors, Attorneys, CPAs, and other intermediaries to drive sales growth.
• Conduct thorough consultations with potential clients to understand their retirement plan needs and demonstrate the value of our TPA services.
• Leverage your technical expertise in ERISA matters to provide consultative guidance and ensure client plans are compliant and optimized.
• Articulate complex retirement plan concepts in a clear and persuasive manner to both technical and non-technical audiences.
• Collaborate with the internal team to tailor solutions that meet the unique needs of clients within the target market of $0 - $100M+ in assets.
• Prepare and deliver compelling presentations, proposals, and quotes to potential clients.
• Utilize CRM tools to track and manage leads, opportunities, and sales activities.
• Provide regular reports and updates on sales performance, forecasts, and market trends.

• Comprehensive benefits package, including health, dental, and retirement plans.
• Remote work flexibility with the ability to create your schedule.
• Opportunity for professional growth within a well-established and respected organization.

• Bachelor's degree in Business, Finance, Economics, or related field preferred.
• Minimum of 2+ years of sales experience within the retirement services industry.
• Strong technical knowledge of ERISA regulations and retirement plan structures.
• Excellent interpersonal and communication skills, both written and verbal.
• Self-motivated, organized, and able to work effectively in a remote environment. Goal setter and a go-getter!
• Willingness to travel up to 25% overnight within the defined territory.
• Proficiency in using CRM software and other sales-related tools.
• Existing network within the financial services or retirement planning space is a plus.