Internal Wholesaler

Leading Retirement Solutions, LLC; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

4 medical plans

Dental, Vision, Accident, Life/AD&D

HSA and FSA options

2+ weeks PTO

Paid Holidays

Employer sponsored 401(k) with match

Performance bonuses

Education funding support

Remote work setup paid by employer

Job summary

Leading Retirement Solutions (LRS) is seeking an Internal Wholesaler to drive new business and support retirement plan clients from a fully remote US role. You will partner with the Business Development Team, engage advisors and prospective clients, and move opportunities through the sales pipeline with CRM discipline.

Ideal candidates have 2+ years in retirement plans or related fields, strong communication, and proficiency with Microsoft Office and CRM tools.

Qualifications

• 2+ years in retirement plans, financial services, or related field.
• Ability to build professional relationships with clients and partners.
• Strong knowledge of retirement plans and service models.
• Excellent written and verbal communication; ability to conduct discovery.

Responsibilities

• Identify, qualify, and advance sales opportunities with BD team.
• Engage prospects and schedule meetings to move qualified prospects through pipeline.
• Serve as contact for prospective clients with follow-up and guidance.
• Conduct discovery discussions to evaluate plans and service needs.
• Prepare proposals, RFP/RFI responses, and fee illustrations.
• Assist clients with plan design options and implementation considerations.
• Maintain CRM records, pipeline data, and activity tracking.
• Execute outbound campaigns and partner with Marketing on outreach.
• Develop relationships with advisors, CPAs, attorneys, payroll providers, and referrals.
• Coordinate onboarding and seamless transition from sales to implementation.
• Develop client-facing materials and presentations; monitor market trends.

Skills

Relationship building

Communication

Time management

Independent & collaborative

Sales process

Education

Bachelor’s degree preferred

Tools

Excel

Word

Outlook

Adobe Acrobat

CRM systems

Job description

Job Application - Leading Retirement Solutions

Internal Wholesaler

Location: Remote

Schedule: Full-Time (40 hours/week)

Salary: $55,000 - $75,000 Annually + Commission Structure

Build a Career That Helps Millions Achieve Retirement Security

At Leading Retirement Solutions (LRS), we believe every worker deserves the opportunity to retire with financial confidence. Our mission is to proactively support organizations and lead them toward a secure future.

LRS is one of the nation's leading independent retirement plan administration, recordkeeping and consulting firms. We partner with employers, advisors, fiduciaries, and participants to navigate the complexities of retirement plans while delivering innovative solutions and outstanding service. When you join LRS, you become part of a team of passionate professionals dedicated to solving challenging problems, driving meaningful outcomes for clients, and shaping the future of the retirement industry. Our fully remote workforce spans the country, allowing us to bring together talented individuals who value collaboration, accountability, continuous learning, and excellence.

Whether you're helping a small business establish its first 401(k) plan or supporting large organizations with sophisticated retirement strategies, your work will have a direct impact on helping people achieve financial security for the future.

Department Responsibilities

• Partner with the Business Development Team to identify, qualify, and advance sales opportunities through the sales process.
• Proactively engage prospective clients and referral partners to identify opportunities, schedule sales meetings, and advance qualified prospects through the sales pipeline.
• Serve as a point of contact for prospective clients by providing follow-up, guidance, and support throughout the sales cycle.
• Conduct discovery discussions and needs assessments to evaluate prospective retirement plans, business objectives, and service requirements.
• Prepare proposals, RFP/RFI responses, fee illustrations, benchmarking analyses, service comparisons, and other sales materials.
• Assist prospective clients with evaluating plan design options, service solutions, and implementation considerations.
• Maintain accurate CRM records, pipeline data, activity tracking, and sales documentation.
• Execute outbound sales campaigns, prospect engagement activities, and referral partner development initiatives in partnership with Marketing and Business Development.
• Develop and maintain relationships with advisors, CPAs, attorneys, payroll providers, and other referral sources to support business development efforts.
• Coordinate onboarding activities and support a seamless transition from sales to implementation.
• Develop and maintain client-facing materials, presentations, and educational resources.
• Maintain awareness of competitive offerings, industry developments, retirement plan trends, and regulatory changes affecting retirement plan sponsors.
• Assist with pricing reviews, service agreements, and other sales administration activities.
• Monitor sales metrics and contribute to departmental reporting, forecasting, and process improvement efforts.
• Additional duties as assigned.

Minimum Qualifications

• 2+ years of experience in retirement plans, financial services, employee benefits, wealth management, banking, insurance, business development, or a related field.
• Demonstrated ability to build professional relationships with clients, prospects, advisors, and business partners.
• Strong knowledge of qualified retirement plans, retirement plan service models, or the ability to quickly develop expertise in the retirement services industry.
• Strong written and verbal communication skills, including the ability to effectively conduct discovery conversations and present information to prospective clients.
• Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
• Proficiency with Excel, Word, Outlook, Adobe Acrobat, CRM systems, and other business applications.
• Ability to analyze information, identify client needs, and communicate solutions clearly and professionally.
• Ability to work independently and collaboratively in a fast-paced environment.
• Self‑motivated and solutions‑oriented with a commitment to continuous learning and professional growth within the retirement services industry.

Preferred Qualifications

• Bachelor’s degree in related field preferred but not required.
• Retirement industry credentials preferred.

Physical Demands and Work Environment

• While performing the duties of this job, the employee is regularly required to talk and hear.
• The employee is frequently required to sit; use hands to finger, handle, or feel; and reach with hands.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
• The work environment is usually an indoor setting with infrequent exposure to outside elements. This position requires periodic travel for advisor meetings, prospect meetings, conferences, client meetings, and company events. Expected travel is approximately 5-15%.
• The person in this position occasionally needs to move about inside a home office environment to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery such as a printer.
• Choice between 4 medical plans
• Dental, Vision, Accident, and Life/AD&D Insurance
• HSA and FSA options
• 2+ Weeks of Paid Time off (PTO)
• Paid Holidays
• Employer sponsored 401(k) Plan + Employer matching contributions
• Performance bonuses
• Financial support for ongoing education and credentialing
• Financial wellness services via ZayZoon
• Great, casual working environment with casual dress
• 100% Employer Paid Work from Home Setup
• Flexible Scheduling