Regional Plan Consultant (Sales) - Multiple Territory Opportunities

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

Regional Plan Consultant (Sales Position)

Join Our Growing Sales Team at TRA – Regional Plan Consultant (Sales) Opportunities

Are you passionate about retirement plan administration and design? TRA, a leading TPA firm, is expanding its reach and we are excited to announce adding multiple Regional Plan Consultants in various locations across the country. We are looking for talented professionals who currently reside in one of the states listed

Regional Plan Consultant (Sales Position)

Join Our Growing Sales Team at TRA – Regional Plan Consultant (Sales) Opportunities

Are you passionate about retirement plan administration and design? TRA, a leading TPA firm, is expanding its reach and we are excited to announce adding multiple Regional Plan Consultants in various locations across the country. We are looking for talented professionals who currently reside in one of the states listed

Please note applicants must currently live in one of the states listed

• Pacific NW: Alaska, Idaho, Montana, Oregon, Washington, Wyoming, N. California
• Carolinas (Mid South): North Carolina, South Carolina, Tennessee
• NY Metro: New York, N. New Jersey
• Mid Atlantic: Washington DC, Delaware, Maryland, S. New Jersey, Pennsylvania, Virginia
• Northeast: Connecticut, Maine, New Hampshire, Rhode Island, Vermont

Description

Rapidly growing, entrepreneurial-oriented administration only TPA seeks motivated, dynamic and experienced 401(k) plan associate to support a growing sales force in continuing to expand its client base. This position presents a unique opportunity to work in a small team-oriented environment along with a competitive compensation and benefits package. The ideal candidate will be able to balance being a go-to plan design consulting resource for their partners with the ability to build a regional territory.

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
• Attend semi-annual live Team meetings
• Travel required
• Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation at all times in the communities we touch
• Other responsibilities as assigned

Qualifications

• Undergraduate degree preferred
• Two years of sales experience preferred
• Completion of ASPPA RPF1 & RPF2 examinations within one year of hire
• Proficient in the Microsoft suite of products
• General understanding of mutual funds assets classes and expense ratios
• Working knowledge of qualified plans - in particular 401(k) plans
• Professional presentation and communication skills
• Detailed oriented
• Ability to work well independently and be driven to succeed with a strong sense of initiative and ownership
• Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings
• Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a high volume and fast paced environment
• Completion of Kravitz Cash Balance Consultant Certification program within 6 months of accepting position

This position offers a competitive compensation structure, including a base salary of $80k per year, in addition to incentive pay based on performance through commissions and bonus. This position is full time, and eligible for our benefits package.