Regional Plan Consultant (Sales) - Grow Retirement Plans

The Retirement Advantage, Inc. (TRA); United States; On-site; USD 72,000 - 88,000; Full time

Job summary

The Retirement Advantage, Inc. (TRA) is expanding its sales team and seeking a Regional Plan Consultant to support retirement plan design and client acquisition across designated territories in the United States.

You will develop and manage a regional territory, work toward annual sales goals, and coordinate responses to RFPs while collaborating with advisors and wholesalers. Travel is required to meet clients and attend team meetings.

Qualifications

• Undergraduate degree preferred.
• Two years of sales experience preferred.
• Completion of ASPPA RPF1 & RPF2 within one year of hire.
• Proficient in Microsoft Office; strong presentation skills.
• Understanding of defined contribution plans and ERISA/IRS rulings.

Responsibilities

• Develop and manage an assigned territory.
• Work to achieve annual sales goals.
• Develop new prospects and referral sources to increase retirement plan sales.
• Provide support to advisors and wholesalers within a defined territory.
• Analyze plan providers, coordinate RFP responses and prepare prospect proposals.
• Organize and coordinate educational services for advisors.
• Communicate plan design concepts to advisors and plan sponsors.
• Accurately forecast future closed sales.
• Travel required.

Skills

Sales experience

ASPPA RPF1 & RPF2

Microsoft Office

401(k) knowledge

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

The Retirement Advantage, Inc. (TRA) is expanding its sales team and seeking a Regional Plan Consultant to support retirement plan design and client acquisition across designated territories in the United States.

You will develop and manage a regional territory, work toward annual sales goals, and coordinate responses to RFPs while collaborating with advisors and wholesalers. Travel is required to meet clients and attend team meetings.