New Business Consultant
Edison, NJ 08817 | Remote Friendly
This is a telecommute position. The employee should be located in Tri State NY NJ CT or eastern PA.
Do you get jazzed by offering top notch retirement plan TPA services to advisors, ERISA attorneys, CPAs, and other CIOs? Do you enjoy a consultative approach to educating your network and selling your TPA's services through your network? Well then, here is a well established (nearly 50 years in business), very well respected, stable TPA that's grown steadily year over year for the past 25 years. This firm is independent and privately held (NO venture capital investors running the show behind the scenes here). This TPA is seeking an experienced individual to continue to develop the firm's presence in the greater New York area. This position is open due to growth in business, not employee turnover. The core territory includes New York City, White Plains, Stamford, New Jersey, and Eastern Pennsylvania. Mostly day travel. This is a business development position. You'll have one of the best technical teams in the business helping you prepare for your sales meetings and servicing the plans that you sell through your network. You will sell through your centers of influence. You will represent TPA services for 401(k), 403(b), age-weighted, cross-tested and other Defined Contribution and Defined Benefit plans. #LI-SC1
--Business development experience in a Retirement Plan TPA
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.