Retirement Plan Sales Consultant

CPS Inc; Seattle (WA); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company is seeking a fully remote Retirement Plan Sales Consultant focused on the Pacific Northwest territory. This role involves selling retirement services and cross-selling employee benefits while achieving sales goals. Ideal candidates will have over a decade of relevant experience, a background in business development, and strong analytical skills. Join a dynamic team and explore opportunities in a vibrant location like Seattle!

Qualifications

• 10+ years of related business development experience.
• Proficiency in Microsoft Office and analytical skills.
• NASD Series 65 or 66/63 required or within 60 days of employment.

Responsibilities

• Achieve sales goals and secure new clients.
• Develop and implement business development plans.
• Monitor and report on sales trends.

Skills

Advanced problem-solving

Analytical skills

Strong written communication

Strong verbal communication

Education

Bachelor’s degree in Business Administration

Master’s Degree in Business Administration

Tools

Microsoft Office

Job description

Fully Remote Opportunity - Retirement Plan Sales Consultant - Pacific Northwest Territory

This position involves selling recordkeeping, third-party administration, and defined benefit services. The role includes cross-selling employee benefit products offered by our Partner Firms within the Pacific Northwest territory. Compensation consists of a base salary + commission, with the base likely in the $60k-$80k range.

Responsibilities:

• Achieve sales goals and objectives.
• Secure new clients through in-person meetings and group presentations with distribution partners, financial intermediaries, and plan sponsors.
• Develop and implement business development and sales plans.
• Prepare and communicate activity and pipeline reports.
• Assist in developing new distribution partnerships.
• Maintain effective control of sales metrics and budgets.
• Monitor, evaluate, and report on sales trends.
• Gather and communicate competitor information, including marketing activities, trends, products, services, and pricing.
• Manage contacts, pipelines, and customer experience.
• Provide feedback and solutions on sales and marketing strategies.
• Establish a successful track record in selling retirement and employee benefit programs.
• Perform other duties as assigned.

About the Recruiter:

Arbella is a professional recruiting matchmaker specializing in the retirement industry. She expertly matches retirement professionals with ideal career opportunities, ensuring a seamless and rewarding journey in this evolving field. Schedule a first-step interview today!

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Job Requirements

Desired Skills and Experience:

• 10+ years of related business development experience, including selling qualified retirement plans through multiple channels.
• Advanced problem-solving and analytical skills.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office.
• Bachelor’s degree in Business Administration preferred.
• NASD Series 65 or 66/63 required or within 60 days of employment.
• Master’s Degree in Business Administration preferred.
• Ability to articulate interest (or lack thereof) in the opportunity.

Confident in asking questions, listening, and understanding factors influencing career decisions.

For every 3 candidates interviewed through me, 1 gets hired. Let me help you find your next opportunity in the retirement industry.

My Background:

Born and raised in Chicago, I am a dedicated Blackhawks fan and come from a large family where Sunday dinners feature rice and kabobs.

Candidate Feedback:

"I worked with Arbella for 2 months during my job transition, and it was a fantastic experience. She makes you feel like her only client, guides you through the interview process, coordinates interview times, and provides prompt follow-up. Highly recommended for anyone seeking opportunities in retirement services."

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