Remote Retirement Plans Sales Specialist

Verdara; United States; Remote; USD 70,000 - 75,000; Full time

Benefits offered by this job

Generous retirement package

Healthcare options

Flexible work environment

Job summary

A retirement services company in the United States seeks a New Business Sales Representative to promote a pooled employer retirement plan. This fully remote position is intended for an early-career to mid-level sales professional with retirement products experience. Key responsibilities include achieving sales targets, engaging clients through various outreach methods, and collaborating with internal teams. Compensation includes a base salary of $70,000-$75,000 with total OTE of $105,000-$115,000, plus benefits.

Qualifications

• 3+ years experience selling retirement plans or related financial products.
• Experience with prospecting and closing deals.
• Comfortable using CRM tools, with HubSpot experience as a plus.

Responsibilities

• Achieve and exceed assigned sales targets for new retirement plan clients.
• Engage prospective clients through networking and direct outreach.
• Consult with organizations to present industry-specific solutions.
• Maintain an active pipeline and track sales metrics using CRM.

Skills

Sales skills

Communication skills

Client relationship management

Data analysis

Tools

CRM tools

PowerPoint

Job description

A retirement services company in the United States seeks a New Business Sales Representative to promote a pooled employer retirement plan. This fully remote position is intended for an early-career to mid-level sales professional with retirement products experience. Key responsibilities include achieving sales targets, engaging clients through various outreach methods, and collaborating with internal teams. Compensation includes a base salary of $70,000-$75,000 with total OTE of $105,000-$115,000, plus benefits.