Remote Internal Wholesaler: Retirement Plans Sales

Leading Retirement Solutions, LLC; EUA; Remoto; USD 55.000 - 75.000; Tempo integral

Benefícios oferecidos por esta vaga

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

Resumo da vaga

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Relationship building

Communication

Time management

Independent & collaborative

Sales process

Formação

Bachelor’s degree preferred

Ferramentas

Excel

Word

Outlook

Adobe Acrobat

CRM systems

Descrição da vaga

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.