Remote Retirement Plans Support Specialist

Blue Ridge; United States; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) with company match

HSA with company contribution

Generous PTO

Certification support

Collaborative culture

Job summary

Blue Ridge Associates seeks an Internal Sales Support Consultant to act as an ambassador for our retirement plan services and support the Regional Sales Directors nationwide.

This role emphasizes organization, detail orientation, timely communication, and collaboration with wholesalers, advisors, and internal partners. We offer strong benefits and professional development opportunities.

Qualifications

• 1-3 years' experience and retirement plan sales/service experience preferred.
• Strong organizational and communication skills.
• Proactive problem-solving and collaborative mindset.

Responsibilities

• Monitor pipeline daily and determine tasks.
• Prepare proposals and engagement agreements accurately.
• Support workflow for illustration requests.
• Understand Blue Ridge Associates' products and services.
• Build and maintain relationships with wholesalers and advisors.
• Maintain internal databases per procedures.
• Aim to meet turnaround, production, and accuracy goals.
• Communicate issues to higher authority promptly.
• Assist New Business Team with transfer of information between systems.
• Support sales with meeting materials for prospective clients.

Skills

Problem solving

Helping others

Organized

Detail oriented

Deadline management

Clear communicator

Team player

Retirement plan sales experience

Multi-tasking

Attention to detail

Education

Associate or Bachelor's degree

Job description

All Jobs > Internal Sales Support Consultant

Where Expertise Meets Purpose-Driven Impact

Use your retirement plan knowledge to help employees across the country build financial independence.

At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through 401(k) services and Employee Stock Ownership Plans (ESOPs), we empower employees across the country to take ownership of their financial futures. We are proud to be nationally ranked among the top two providers of ESOP recordkeeping and administration services and among the top three providers of retirement plan administration and consulting services, which includes 401(k), defined benefit (DB), cash balance (CB), and other qualified retirement plans.

Whether remote or based in one of our offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.

About Blue Ridge Associates

We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor 401(k) Plans and Employee Stock Ownership Plans (ESOPs). Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Monrovia, CA, and Maple Grove, MN, although our client base is nationwide.

That’s Where You Come in as an Internal Sales Support Consultant

Blue Ridge Associates is seeking an Internal Sales Support Consultant that will be an ambassador of our organization to our clients and industry.

The Internal Sales Support Consultant will work directly with the Regional Sales Directors. This position requires strong organizational skills, attention to detail, exceptional time management and clear communication skills (verbally and written). The Internal Sales Support Consultant will be measured on their ability to accomplish tasks as assigned accurately and timely.

An Internal Sales Support Consultant will:

• Monitor pipeline daily to determine tasks needed
• Prepare proposals and engagement agreements accurately and efficiently
• Prepare the workflow system for illustration requests
• Understand products and services offered by Blue Ridge Associates
• Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners
• Complete and maintain internal databases in accordance with Internal Partner procedures
• Achieve assigned goals related to turnaround times, production, and accuracy
• Communicate significant issues and exceptions to an appropriate higher level of authority within the organization promptly
• Prepares transfer of information from one system to another for the New Business Team
• Support sales team with meeting materials for prospective clients and financial advisors
• Complete ancillary projects as requested
• Investigate and enter new referral relationships into Pipeline
• Additional tasks and projects as assigned

Requirements

What We’re Looking for in an Internal Sales Support Consultant

The ideal Internal Sales Support Consultant will be:

• Motivated to solve problems
• Driven to help others
• Organized
• Detail-oriented
• Capable of managing deadlines and priorities
• A clear and professional communicator
• A collaborative and supportive team member
• 1-3 years' experience and retirement plan sales/service experience preferred
• Solid multi-tasking, collaboration, and oral/written communication skills
• Exceptional attention to detail

Preferred Experience and Qualifications

• Associate or bachelor's degree. Equivalent skills and industry experience will be considered in lieu of a degree.
• Experience working with retirement plans or retirement plan recordkeeping systems
• Prior experience supporting consultants or specialists in a financial or benefits-related environment
• Prior experience in a TPA environment
• Knowledge of IRS rules related to retirement plans

Why You’ll Love Working Here as an Internal Sales Support Consultant

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.

We offer:

• 401(k) with company match + HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and professional development
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

We live by our values every day:

• Precision – Accurate records, timely and error-free service
• Efficacy – Ensuring compliance and guiding clients toward retirement readiness
• Advocacy – Supporting regulatory changes that benefit employers and employees
• Collaboration – Trusted partners to clients, advisors, and teammates
• Excellence – Proactive, personalized, high-touch service in all we do

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference!

Compensation

Blue Ridge is committed to equal pay and pay transparency. The anticipated hiring range for this position is $50,000 - $80,000 annually. Compensation may vary based on geographic location, relevant experience, education and training, key skills, internal equity, and business needs.