Remote TPA Sales Consultant – Retirement Plans

Strongpoint Partners; Milwaukee (WI); Remote; USD 90,000 - 125,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners is seeking a TPA Sales Consultant to develop new business and deepen distribution of retirement plan services across the Wisconsin, Minnesota, and Iowa region. This is a fully remote position reporting to the National Sales organization.

You will engage advisors and recordkeepers, articulate plan design and compliance concepts, and build durable partnerships while managing a proactive sales pipeline in HubSpot.

Qualifications

• Experience in field retirement plan sales or institutional sales.
• Familiarity with third-party administration (TPA) and defined contribution/DB plans.
• Established relationships with financial advisors, recordkeepers, and retirement plan consultants.
• Strong presentation, networking and relationship-building skills.
• Self-motivated with strong organizational and pipeline management.
• Ability to explain complex retirement plan concepts in a clear, consultative manner.

Responsibilities

• Identify, cultivate, and close new opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs and other retirement plan intermediaries.
• Deepen and broaden Strongpoint Partners’s distribution network across the designated territory.
• Build deep and productive long-term partnerships with advisors, recordkeepers, and centers of influence (CPAs, ERISA attorneys, consultants).
• Execute targeted sales strategies and local events to increase market awareness of TPA services and retirement plan consulting capabilities.
• Position Strongpoint Partners as a trusted partner by providing insights on plan design, compliance, and administrative efficiency.
• Monitor industry trends, competitor activity, and regulatory developments affecting retirement plans and third-party administration.
• Partner with local actuarial consulting and operations teams to deliver tailored solutions for clients and advisors while engaging with the platform team.
• Maintain an active sales pipeline and provide regular reporting on opportunities, forecasts, and activity through HubSpot.

Skills

Retirement plan sales

Relationship building

Presentation skills

Pipeline management

Communication skills

Strategic sales planning

Job description

Strongpoint Partners is seeking a TPA Sales Consultant to develop new business and deepen distribution of retirement plan services across the Wisconsin, Minnesota, and Iowa region. This is a fully remote position reporting to the National Sales organization.

You will engage advisors and recordkeepers, articulate plan design and compliance concepts, and build durable partnerships while managing a proactive sales pipeline in HubSpot.