Retirement Plan Sales Specialist

Nova 401(k) Associates; Boston (MA); On-site; PHP 3,918,023 - 4,520,796; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Paid vacation

401(k) Plan

HSA

Job summary

Nova 401(k) Associates, based in Davao Oriental, is looking for an energetic Sales Professional to join their dynamic TPA sales team. The role involves identifying investment professionals, participating in sales presentations, and building strong relationships within the retirement industry.

This full-time position offers a competitive base salary between $65,000 to $75,000 with performance-based bonuses. The overall benefits package includes health, dental, and vision coverage, paid vacation, and a 401(k) plan.

Qualifications

• Minimum of a bachelor's degree or equivalent work experience.
• Sales experience preferred in wholesaling.
• Ability to function well in a high-paced environment.

Responsibilities

• Identify investment professionals in the assigned region.
• Participate in presentations to plan sponsors.
• Maintain contact with key producers through various media.
• Analyze market trends and provide feedback.
• Build strong relationships with intermediary partners.

Skills

Sales experience (related or not)

Excellent sales and negotiation skills

Excellent interpersonal and customer service skills

Strong ability to build relationships and create partnerships

Organizational skills and attention to detail

Education

Bachelor's degree in Marketing, Sales, Business, or related field

Job description

Nova 401(k) Associates is one of the fastest growing TPA firms in the country, and we are looking to further expand our presence.

We provide consulting and pension administration services for all types of qualified retirement plans including: 401(k), 403(b), 457(b), and Cash Balance/Defined Benefit Plans.

We proactively go to the marketplace to target retirement plan advisors and some of the largest record-keepers in the industry to provide the best retirement plan services possible.

We are looking to add to the most dynamic TPA sales team in the country in key metropolitan areas. If you are in or around Boston, MA; Atlanta, GA; Nashville, TN; or Minnesota; have an interest in the responsibilities outlined below, and meet some combination of the stated requirements, please consider joining our team.

This is a full-time position for an energetic and self-motivated individual looking for an opportunity to prove their ability in sales.

Primary Responsibilities:

• Identify Investment professionals in assigned region to promote Nova services
• Participate in point-of-sale presentations to plan sponsors to represent Nova’s solutions
• Maintain frequent contact with key producers through on-site visits, seminars, webinars, conference calls, and other presentation media
• Understand the competitive industry environment; identify and analyze market trends while providing recommendations and feedback to the management team
• Build and service strong and mutually beneficial relationships with our intermediary partners
• Travel to offsite periodic sales training

Requirements:

• Bachelor’s degree in Marketing, Sales, Business, or related field or equivalent work experience
• Sales experience (related or not); preferably internal or external wholesaling
• Excellent sales and negotiation skills
• Excellent interpersonal and customer service skills
• Excellent organizational skills and attention to detail
• Ability to function well in a high-paced and at times stressful environment
• Proven sales ability a plus; must be able to move the needle
• Strong ability to build relationships and create partnerships
• Knowledge of retirement industry products and services for our respective market space is a plus

We offer a competitive base salary in the range of $65,000 to $75,000, with additional performance-based bonuses. The total compensation package includes base salary, commission and bonuses, providing an opportunity for high achievers to significantly enhance their overallearnings.Benefitspackage includes: health, dental, and vision coverage, paid vacation, a 401(k) Plan, and a HSA. Veterans are encouraged to apply.

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