TPA Sales Consultant

This is a fully remote position, open to applicants in Iowa, +2 more states.

📋 Description

• Identify, nurture, and secure new business opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other intermediaries in retirement planning.

• Enhance Strongpoint Partners’ distribution network within the designated territory.

• Establish long-lasting relationships with advisors, recordkeepers, and centers of influence.

• Implement targeted sales strategies and local events to boost market awareness of TPA services and retirement plan consulting expertise.

• Offer consultative insights regarding plan design, compliance, and administrative efficiency.

• Keep track of industry trends, competitor actions, and regulatory changes.

• Work in conjunction with actuarial consulting, operations, and platform teams to provide customized solutions.

• Maintain an active sales pipeline and report on opportunities, forecasts, and business development activities using HubSpot CRM.

⛳️ Requirements

• Experience in retirement plan sales, financial services distribution, or institutional sales is essential.

• A background in either internal or external financial services sales is highly preferred.

• Knowledge of third-party administration (TPA), defined contribution plans, and defined benefit/cash balance plans is advantageous.

• Established relationships with financial advisors, recordkeepers, and retirement plan consultants are preferred.

• Excellent presentation, networking, and relationship-building abilities are required.

• Capable of articulating complex retirement plan concepts in a clear and consultative manner.

• Strong organizational skills and pipeline management expertise are crucial.

• Self-motivated and results-oriented individuals are sought after.

• Candidates must be located in Wisconsin, Minnesota, or Iowa.

🏝️ Benefits

• Flexible PTO, offering both flexible and unlimited options.

• Comprehensive health, dental, vision, life, and disability insurance coverage.

• Incentive bonus programs available.

• Flexible working hours.

• Support for ongoing learning and career advancement.

• Flexible workplace arrangements (remote and hybrid options available for numerous roles).