Retirement Plan Sales Strategist

ADP, Inc.; Tampa (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

ADP is seeking a Retirement Plan Specialist in Tampa, FL to identify and cultivate new prospects with 50+ employees, cross-sell retirement services, and close sales with strong training and advancement opportunities.

Join a team that values integrity, service excellence, and results, leveraging ADP's resources to build relationships with financial advisors and corporate clients while meeting sales goals.

Qualifications

• Experience working on a sales quota
• Demonstrated ability to exceed sales quotas
• Business-to-business experience, qualified plan industry, Defined Contribution plan design and ERISA knowledge
• Existing relationships with Financial Advisors in the assigned territory is a plus
• Goal oriented and ambitious, with capacity and drive to reach and exceed quotas
• Demonstrated cold calling sales ability, with assertive, positive and persistent style
• Proven customer service and relationship building skills
• Ability to effectively communicate through all mediums (verbal, listening, written)
• Aptitude for acquiring sales skills and product knowledge
• Organized, with effective time management skills
• Ability to work independently and with a team
• General business acumen
• Mature and self-confident
• Capacity to work under pressure
• Strong work ethic
• Committed to building a career path

Responsibilities

• Reach or exceed assigned sales goals
• Implement sales strategies
• Develop and execute a cold calling strategy to target prospects
• Mine existing and prospective clients for referral business both new and conversion
• Establish and maintain good customer relations, with both internal and external customers
• Connect customers' business needs with ADP's and ADP's Alliance Partners Retirement Services product(s)
• Build mutually beneficial relationships with Alliance Partners
• Build network in person and via phone with key decision makers in a designated territory

Skills

Sales quota

Prospecting

Cold calling

B2B familiarity

Relationship building

Verbal communication

Written communication

Time management

Independence

Teamwork

Business acumen

Resilience under pressure

Career-focused

Education

Job description

ADP is seeking a Retirement Plan Specialist in Tampa, FL to identify and cultivate new prospects with 50+ employees, cross-sell retirement services, and close sales with strong training and advancement opportunities.

Join a team that values integrity, service excellence, and results, leveraging ADP's resources to build relationships with financial advisors and corporate clients while meeting sales goals.