Retirement Plan Advisor | Consultative Sales | Twin Cities

Strategic Retirement Partners; Minneapolis (MN); Hybrid; USD 75,000 - 120,000; Full time

Job summary

Strategic Retirement Partners in Minnesota is seeking a high-performing consultative sales professional to drive growth and build relationships. This role involves generating new business, managing retirement plan clients, and delivering participant education meetings.

The ideal candidate will have three or more years of sales experience, strong communication skills, and a passion for helping organizations improve retirement outcomes. This is a work-from-home position with required travel for in-person meetings.

Qualifications

• Three or more years of sales experience.
• Strong consultative selling and business development skills.
• Excellent verbal and written communication skills.

Responsibilities

• Generate new business opportunities and grow a portfolio of retirement plan clients.
• Consult with employers to design, implement, and manage retirement plan solutions.
• Lead prospect and client meetings, identify needs, and guide decision-makers.

Skills

Sales experience

Consultative selling

Excellent communication

Relationship building

Job description

Drive Growth. Build Relationships. Make an Impact.

Strategic Retirement Partners (SRP) is seeking a high-performing consultative sales professional who thrives on business development, relationship management, and helping organizations improve retirement outcomes. This is a lead-producing advisor role covering most of Minnesota and Northwestern Wisconsin with the opportunity to build a successful book of business and become a trusted retirement planning partner.

This is a Twin Cities work from home position with required travel for in-person meetings.

Why Strategic Retirement Partners?

At SRP, you'll join one of the nation's leading retirement consulting firms, known for delivering exceptional service, fiduciary guidance, and innovative retirement solutions. You'll collaborate with experienced professionals, represent a respected brand, and have the autonomy to grow your business while making a meaningful impact on employers and their employees.

What You'll Do

• Generate new business opportunities and grow a portfolio of retirement plan clients through consultative selling and relationship development.
• Consult with employers to design, implement, and manage customized retirement plan solutions.
• Present 401(k), 403(b), and other retirement plan strategies with confidence and credibility.
• Lead prospect and client meetings, identify needs, overcome objections, and guide decision-makers toward solutions.
• Deliver participant education meetings that strengthen client relationships and create additional growth opportunities.
• Consistently achieve business development and relationship management goals.

Who You Are

• Successful consultative sales professional with a proven record of business development success.
• Confident in high-stakes selling situations and comfortable asking for commitment.
• Exceptional verbal and written communicator who can influence executives, plan sponsors, and participants.
• Natural relationship builder passionate about delivering outstanding service and results.

Minimum Qualifications

• Three or more years of sales experience.
• Strong consultative selling and business development skills.
• Excellent verbal and written communication skills.
• Ability to simplify complex financial concepts and inspire action.
• Secure home office with reliable high-speed internet.

Preferred Qualifications

• Experience in retirement plans, financial services, banking, insurance, or employee benefits.
• Knowledge of ERISA, IRS, and DOL regulations.
• Fluency in Spanish.

Compensation

Initial compensation aligned for training, development, and incentive to transition to significant performance-based compensation with no cap.

How to Apply

If you're a driven sales professional who enjoys building relationships and helping clients achieve better retirement outcomes, we'd love to hear from you. Please submit your resume through LinkedIn and confirm that you can answer YES to all four screening questions. Only qualified candidates will be contacted to discuss the opportunity and next steps.