Retirement Plan Sales Consultant (Remote)

Prime Pensions, Inc.; Chico (CA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Prime Pensions, Inc. is seeking a Retirement Plan Consultant to generate new business through plan sales and takeovers, serving clients and building a referral network with CPAs, Financial Planners, Brokers and Attorneys.

Travel to client sites is required and the candidate will interact with clients, advisors and APC staff to service accounts. Essential duties include presenting to clients, delivering Annual Reports, reviewing invoices, ensuring data completeness, and making plan design

Qualifications

• Three years in pension or related financial services industry.
• College degree in Business Administration, Finance, Marketing or related field preferred or equivalent professional experience.
• Minimum of one year sales experience.
• Must travel independently to client sites; valid driver's license and insurance.

Responsibilities

• Serve as primary client contact; handling client phone calls, written correspondence and presentations.
• Deliver Annual Reports as necessary.
• Review invoice accuracy.
• Ensure all client information is complete and forwarded to the appropriate department.
• Review plans for appropriate design and make plan design recommendations to client.
• Contact client regarding fee collections when not responding to billing system.
• Ensure compliance of filing deadlines.
• Document client conversations in APC Gold.
• Review aging reports and follow-up on actions.
• Educate client about APC functions and timelines.
• Sell new plans and acquire takeover clients.
• Generate new referral sources and market existing sources.
• Meet budgeting/marketing goals.
• Maintain satisfactory attendance hours both on-site and off-site to ensure completion of responsibilities.
• Maintain technical expertise to perform duties.

Skills

Client relationship management

Sales and prospecting

MS Office (Word/Excel)

Verbal and written communication

Travel readiness

Financial services knowledge

Education

Bachelor's degree in Business Administration, Finance, Marketing or related field

Tools

Microsoft Office

Job description

Prime Pensions, Inc. is seeking a Retirement Plan Consultant to generate new business through plan sales and takeovers, serving clients and building a referral network with CPAs, Financial Planners, Brokers and Attorneys.

Travel to client sites is required and the candidate will interact with clients, advisors and APC staff to service accounts. Essential duties include presenting to clients, delivering Annual Reports, reviewing invoices, ensuring data completeness, and making plan design