Remote Retirement Plan Consultant: 401(k)/403(b) Sales

Tech9; Sandy (UT); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous stock options

Flexible work environment

Excellent benefits including medical, dental, vision

Plenty of PTO

Job summary

401GO is looking for a results-driven Plan Consultant to join their sales team in Sandy, Utah. The role focuses on conducting sales consultations, leveraging expertise in Qualified Retirement Plans, and managing a sales pipeline effectively. Candidates should have 2-4 years of experience in retirement plan sales and a strong understanding of compliance requirements. The position is full-time and offers a flexible work environment along with excellent benefits such as generous stock options and a standout 401(k) plan.

Qualifications

• 2-4 years of experience selling Qualified Retirement Plans (401(k), 403(b), Cash Balance).
• Proven track record of closing deals in B2B sales environment.
• Ability to manage and prioritize a full sales pipeline.

Responsibilities

• Conduct virtual sales meetings to understand and present solutions.
• Maintain records in HubSpot CRM.
• Collaborate with internal teams for seamless onboarding.

Skills

Sales expertise in Qualified Retirement Plans

Strong verbal and written communication

Knowledge of retirement plan design

CRM tools proficiency

Team-oriented mindset

Education

Bachelor's degree

ERISA designations

Tools

HubSpot CRM

SaaS technology

Job description

401GO is looking for a results-driven Plan Consultant to join their sales team in Sandy, Utah. The role focuses on conducting sales consultations, leveraging expertise in Qualified Retirement Plans, and managing a sales pipeline effectively. Candidates should have 2-4 years of experience in retirement plan sales and a strong understanding of compliance requirements. The position is full-time and offers a flexible work environment along with excellent benefits such as generous stock options and a standout 401(k) plan.