Remote Retirement Plan Sales Consultant

Empower Retirement; Greenwood Village (CO); Hybrid; USD 60,000 - 81,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k) with company match

Tuition reimbursement

Paid time off and holidays

Volunteer time off

Job summary

Empower Retirement in Greenwood Village, CO is seeking a Retirement Sales Consultant to partner with Regional Sales Directors to drive Taft-Hartley business development and manage opportunities from RFPs through close. You will develop proposals, coordinate finalist presentations, and support sales initiatives while maintaining Salesforce records and building relationships with intermediaries.

The role requires a bachelor's degree, 3-5 years in financial services sales, FINRA Series 7 & 63

Qualifications

• Bachelor's degree in business or a related field.
• 3-5 years of business experience in financial services or sales.
• FINRA Series 7 and 63 registrations and applicable insurance licensing within corporate timelines.
• FINRA Fingerprinting required.
• Knowledge of retirement plan services industry and intermediaries.
• Financial services sales or service experience.
• Strong communication, negotiation, project management, and organizational skills.
• Ability to manage multiple priorities and deadlines.
• Ability to travel as needed.

Responsibilities

• Lead RFPs, RFIs, pricing requests, and other sales opportunities from initial evaluation through close.
• Partner with RSDs and internal teams to develop competitive proposals, pricing, and solutions tailored to prospect needs.
• Support Stable Value Investment Only sales, including General Account, Custom Stable Value, and VEBA Stable Value products.
• Coordinate and participate in finalist presentations, site visits, and prospect meetings.
• Build and maintain relationships with retirement plan intermediaries and respond to inquiries.
• Maintain opportunity and sales activity information in Salesforce, including win/loss outcomes.
• Communicate opportunity progress and results to senior management and key stakeholders.
• Support sales-related projects and initiatives as needed.

Skills

Communication

Negotiation

Project management

Organizational skills

Travel readiness

Education

Bachelor's degree in business or related field

Tools

Salesforce

Job description

Empower Retirement in Greenwood Village, CO is seeking a Retirement Sales Consultant to partner with Regional Sales Directors to drive Taft-Hartley business development and manage opportunities from RFPs through close. You will develop proposals, coordinate finalist presentations, and support sales initiatives while maintaining Salesforce records and building relationships with intermediaries.

The role requires a bachelor's degree, 3-5 years in financial services sales, FINRA Series 7 & 63