Retirement Plan Specialist

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

Position Description:

Unlock Your Career Potential: Sales at ADP. It takes a relentless team to lead an industry. ADP's world-class sales team is driving our global growth as a worldwide leader of workforce solutions. If you believe in the power of relationships, we'll give you the tools, training and support you need to connect with new and current customers, ranging from Fortune 100 corporations to small start-ups. And as you achieve success, you'll enjoy the rewards, support and recognition you deserve.

ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new prospects with greater than 50 employees in your territory, cross-sell solutions to existing clients, and effectively close sales, with the support of exceptional sales training and the rewards of advancement opportunities and industry-leading compensation, benefits and awards.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, and Social Responsibility.

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.

PREFERRED QUALIFICATIONS:

Preference will be given to candidates who have the following:

• 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.

PREFERRED QUALIFICATIONS:

Preference will be given to candidates who have the following:

• 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.

A little about ADP:

We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:

ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

Ethics at ADP:

ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.