Sales Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and nurture relationships with financial advisors, wholesalers, and other essential stakeholders within the designated territory.

• Provide education to partners regarding retirement plan design, compliance testing, and governmental reporting requirements.

• Conduct presentations, webinars, and consultations that support advisor sales initiatives and clarify TPA services.

• Work in conjunction with internal teams to create and implement tailored retirement plan solutions.

• Identify and seek out new business opportunities in the assigned territory.

• Remain updated on industry trends, regulatory developments, and best practices in retirement plan administration.

⛳️ Requirements

• A minimum of 3–5 years of experience in retirement plan sales, TPA services, or a related financial services sector.

• Extensive knowledge of retirement plan administration.

• Strong comprehension of plan design, compliance testing, Form 5500 reporting, and other regulatory obligations.

• A well-established network of financial advisors and wholesalers within the territory.

• Capability to articulate complex retirement plan concepts to non-technical audiences clearly.

• Comfortable navigating consultative sales processes and highlighting value beyond just price.

• Highly motivated, organized, and able to work independently.

• Must reside in the Northeast or West Coast territory.

• A stable virtual workspace is required for remote work.

• Family care arrangements must be in place during business hours.

• Internet connectivity of 50 MBps or higher is required for individual use.

🏝️ Benefits

• Commission/incentive structure in addition to base salary.

• 401(k) matching.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Short-term disability coverage.

• Long-term disability coverage.

• Paid time off.

• Reasonable accommodations for individuals with disabilities.