Regional Sales Executive | Retirement Plan Services

Weaver Partners, Inc.

United States

On-site

USD 90,000 - 130,000

Full time

2 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Weaver Partners, Inc. is seeking a Regional Sales Executive to grow retirement plan services by winning new business and developing relationships with plan sponsors and advisors.

Territories vary and you will drive new business across assigned territories, leveraging your knowledge of retirement plan design to identify opportunities and deliver consultative solutions. As a proactive, self-motivated professional, you will build and manage a robust pipeline from initial outreach to closing,

Qualifications

  • Proven success in retirement plan sales, TPA services, or recordkeeping.
  • Proven prospecting and developing new plan sponsor relationships.
  • Established relationships with advisors and centers of influence preferred.

Responsibilities

  • Drive new business across an assigned territory.
  • Prospect and develop relationships with plan sponsors, advisors, and centers of influence.
  • Position TPA and/or recordkeeping solutions to prospective clients.
  • Leverage plan design knowledge to identify opportunities and deliver consultative solutions.
  • Build and manage a strong pipeline from initial outreach through closing.

Skills

Retirement plan sales
Prospecting
Relationship building
Consultative selling

Job description

Regional Sales Executive | Retirement Plan Services
Territories Vary | TPA & Recordkeeping Solutions
Know retirement plans? Love winning new business? Let's talk!

We're partnering with established retirement services organizations seeking proven sales professionals who know how to turn relationships into new business.

If you understand 401(k) plan design, enjoy prospecting, and have a track record of winning plan sponsor relationships, we'd love to connect!

What You’ll Do:
  • Drive new business across an assigned territory
  • Prospect and develop relationships with plan sponsors, advisors, and centers of influence
  • Position TPA and/or recordkeeping solutions to prospective clients
  • Leverage plan design knowledge to identify opportunities and deliver consultative solutions
  • Build and manage a strong pipeline from initial outreach through closing
What We’re Looking For:
  • Proven success in retirement plan sales, TPA services, or recordkeeping
  • Demonstrated success prospecting and developing new plan sponsor relationships
  • Established relationships with advisors, referral partners, and centers of influence a plus
  • Self-motivated, consultative sales approach with a track record of new business production
Why Explore?

We're connected with multiple retirement services organizations offering opportunities to grow your territory, leverage your industry relationships, and make a meaningful impact.

Different territories. Different opportunities. One confidential conversation.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Regional Vice President, Retirement Sales
Regional Vice President, Retirement Sales

WealthPlus • United States

Remote
USD 180,000 - 260,000
Medical, dental, vision coverage
401k program
Equity opportunities
+3
Regional Vice President, Retirement Sales
Regional Vice President, Retirement Sales

WealthPlus, Inc. • New York (NY)

Remote
USD 180,000 - 260,000
Competitive base salary
Commission opportunity
401k program participation
+1
Retirement Plan Sales Consultant
Retirement Plan Sales Consultant

Cps4jobs • Boston (MA)

On-site
USD 100,000 - 125,000
Regional Vice President, Retirement Sales
Regional Vice President, Retirement Sales

WealthPlus • New York (NY)

Remote
USD 150,000 - 230,000
Competitive base salary
Commission opportunity
401(k) program
+4
Retirement Plan Sales Consultant
Retirement Plan Sales Consultant

Cps4jobs • New York (NY)

On-site
USD 100,000 - 125,000
Regional Plan Consultant (Sales) - Grow Retirement Plans
Regional Plan Consultant (Sales) - Grow Retirement Plans

The Retirement Advantage, Inc. (TRA) • United States

On-site
USD 72,000 - 88,000
Regional Plan Consultant (Sales) - Multiple Territory Opportunities
Regional Plan Consultant (Sales) - Multiple Territory Opportunities

The Retirement Advantage, Inc. (TRA) • United States

On-site
USD 72,000 - 88,000
Strategic Retirement Plan Sales Executive
Strategic Retirement Plan Sales Executive

Weaver Partners, Inc. • United States

On-site
USD 90,000 - 130,000
Retirement Plan Sales Consultant
Retirement Plan Sales Consultant

Cps4jobs • Detroit (MI)

On-site
USD 100,000 - 125,000
Retirement Plan Sales Consultant
Retirement Plan Sales Consultant

Cps4jobs • New York (NY)

On-site
USD 100,000 - 125,000