TPA & 3(16) Retirement Plan Sales Consultants

Weaver Partners, Inc.; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Weaver Partners, Inc. is seeking retirement plan sales professionals to build and manage a regional sales territory, focusing on wholesale retirement services and developing partnerships with Financial Advisors, Recordkeepers, CPAs, and Broker-Dealers.

Ideal candidates have 401(k) industry experience, TPA/3(16) background, and a proven ability to grow a territory through prospecting, education, and solid relationships. This role offers base salary plus commission and performance bonuses.

Qualifications

• Experience in retirement plan/401(k) industry required.
• Experience with TPA, 3(16), wholesaling, sales or business development.
• Financial Advisor and/or Recordkeeper relationships preferred.
• Understanding of qualified retirement plans and plan design.
• Knowledge of the TPA/Recordkeeper/Advisor ecosystem.
• Strong prospecting, presentation and follow-up skills.
• Self-directed, entrepreneurial and motivated to build a territory.

Responsibilities

• Build and manage a regional sales territory.
• Develop relationships with Financial Advisors, Recordkeepers, CPAs, Broker-Dealers and Centers of Influence.
• Generate new prospects and referral sources.
• Sell TPA, 3(16), 401(k), DC, DB and Cash Balance services.
• Consult with partners on retirement plan design and solutions.
• Conduct advisor education and presentations.
• Manage pipeline, activity and sales goals.
• Travel throughout the territory to develop and strengthen relationships.

Skills

Retirement plan industry

401(k) familiarity

TPA experience

3(16) experience

Wholesaling

Business development

Financial advisor relationships

Recordkeeper relationships

Plan design understanding

TPA ecosystem

Prospecting

Presentation skills

Follow-up skills

Self-directed

Entrepreneurial

Territory-building

Job description

Base Salary + Commission + Performance Bonus

Several growing Third Party Administrators (TPAs) are expanding their sales teams and looking for retirement plan sales professionals who know how to build relationships, develop referral partners, and grow a territory. These opportunities are ideal for professionals who enjoy the wholesale side of the retirement industry — developing relationships with Financial Advisors, Recordkeepers, CPAs, Broker-Dealers and other Centers of Influence while serving as a knowledgeable retirement plan resource.

What You’ll Do

• Build and manage a regional sales territory
• Develop relationships with Financial Advisors, Recordkeepers, CPAs, Broker-Dealers and Centers of Influence
• Generate new prospects and referral sources
• Sell TPA, 3(16), 401(k), DC, DB and Cash Balance services
• Consult with partners on retirement plan design and solutions
• Conduct advisor education and presentations
• Manage pipeline, activity and sales goals
• Travel throughout the territory to develop and strengthen relationships

What We’re Looking For

• Retirement plan / 401(k) industry experience
• TPA, 3(16), wholesaling, sales or business development experience
• Financial Advisor and/or Recordkeeper relationships
• Understanding of qualified retirement plans and plan design
• Knowledge of the TPA / Recordkeeper / Advisor ecosystem
• Strong prospecting, presentation and follow-up skills
• Self-directed, entrepreneurial and motivated to build a territory

Bonus Experience

• Established Advisor, Recordkeeper, CPA or Broker-Dealer relationships
• DC, DB and Cash Balance plan knowledge
• ASPPA or other retirement industry designations
• Experience developing a new or underdeveloped territory

This search could align well with TPA Sales Professionals, 3(16) Sales Consultants, 401(k) Wholesalers, Regional Sales Directors, Regional VPs and Retirement Plan Sales Consultants.