SALES CONSULTANT - TPA SERVICES (ERISA EXPERTISE)

Seattle, WA | Fully Remote

Posted: 02/26/2024 Industry: Employee Benefits & Retirement Services Job Number: 1.31 2 KEF Pay Rate: $60,000 - $100,000+ Remote: Experience: 2+ Years

Job Description

Sales Consultant - TPA Services (ERISA Expertise)

Pacific Northwest Region

Company Overview: We are a leading provider of Third-Party Administrator (TPA) services, specializing in retirement plans such as 401(k), 403(b), 457, Solo401(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.

Seeking a driven and knowledgeable Remote Sales Consultant to join our team in the Southwest region. As a key member of our sales force, you will leverage your technical understanding of ERISA matters to drive revenue growth through sales of our TPA services. This role offers the unique opportunity to step into an existing book of business with many active lead sources, focusing on expanding our client base in the defined territory of AK, No. CA, ID, OR, WA . The ideal candidate will possess a solid understanding of retirement plan structures, compliance, and regulations, enabling effective consultation with Advisors, Attorneys, CPAs, and other relevant stakeholders.

Responsibilities:

  • 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.

Benefits:

  • 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.

If you are a results-driven sales professional with a strong technical grasp of ERISA matters and a passion for driving retirement planning solutions, apply now. 

 

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Job Requirements

Qualifications:

  • Bachelor's degree in Business, Finance, Economics, or related field preferred.
  • Minimum of 3-5 years of sales experience, preferably within the financial services industry and involving retirement plans.
  • Strong technical knowledge of ERISA regulations and retirement plan structures.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Proven track record of achieving and exceeding sales targets.
  • Self-motivated, organized, and able to work effectively in a remote environment.
  • 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.

 

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Meet Your Recruiter

Kristine Fornek
Senior Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions.  We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates.  There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career.  I LOVE making those connections!  

HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.

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