TPA Sales Consultant, (HSR)

Logoslabs; San Francisco (CA); Remote; USD 90,000 - 125,000; Full time

Benefits offered by this job

Hybrid and remote options

Flexible PTO

Comprehensive benefits

Job summary

Strongpoint Partners is seeking a TPA Sales Consultant to grow retirement plan services by engaging advisors, RIAs, and intermediaries. This fully remote role targets candidates in Wisconsin, Minnesota, or Iowa and reports to the national sales team.

Applicants should have field retirement plan sales experience, strong presentation skills, and a proven ability to build durable relationships with plans and advisors. Competitive pay with commission is included.

Qualifications

• Experience in field retirement plan sales or institutional sales.
• Established relationships with financial advisors and recordkeepers.
• Ability to explain complex retirement concepts clearly.
• Self-motivated with strong pipeline management.
• Strong presentation and networking skills.

Responsibilities

• Develop new business opportunities with financial advisors and RIAs.
• Expand distribution network within assigned territory.
• Manage client relationships and provide ongoing support.
• Deliver consultative selling on plan design and compliance.
• Maintain a robust sales pipeline and report forecasts.

Skills

Retirement plan sales

Relationship building

Market development

Financial services distribution

Presentation skills

Job description

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.

Position Summary:

The TPA Sales Consultant is responsible for developing new business opportunities and deepening distribution relationships that support the growth of Strongpoint Partners retirement plan services. The role focuses on engaging advisors, recordkeepers, and other key industry partners to promote our third-party administration solutions and actuarial consulting capabilities available across the assigned territory. This role will report to the Strongpoint National Sales organization and will be representing Howard Simon, Inc. a Strongpoint Partner firm.

This position requires a strong understanding of the retirement plan (DC & DB) landscape and the ability to communicate complex plan design, financial illustrations, and actuarial concepts in a practical advisor and plan sponsor friendly manner.

PLEASE NOTE: This is a fully remote position; however, we are looking for candidates specifically located in Wisconsin, Minnesota, or Iowa.

Key Responsibilities:

• Business Development: Identify, cultivate, and close new opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs and other retirement plan intermediaries.
• Distribution Expansion: Deepen and broaden SPP’s distribution network across the designated territory assigned.
• Relationship Management: Build deep and productive long term partnerships with advisors, recordkeepers, and centers of influence (CPAs, ERISA attorneys, consultants).
• Sales Strategy: Execute targeted sales strategies and local events to increase market awareness of SPP’s TPA services and retirement plan consulting capabilities.
• Consultative Selling: Position SPP as a trusted partner by providing insights on plan design, compliance, and administrative efficiency.
• Market Intelligence: Monitor industry trends, competitor activity, and regulatory developments affecting retirement plans and third-party administration.
• Internal Collaboration: Partner with local actuarial consulting and operations teams to deliver tailored solutions for clients and advisors while also engaging continually with the SPP platform team.
• Pipeline Management: Maintain an active sales pipeline and provide regular reporting on opportunities, forecasts, and business development activity through our HubSpot sales CRM system.

Qualifications:

• Experience in field retirement plan sales, financial services distribution or institutional sales.
• Background in internal or external financial services sales strongly preferred.
• Familiarity with third-party administration (TPA), defined contribution plans, and defined benefit / cash balance plans.
• Established relationships with financial advisors, recordkeepers, and retirement plan consultants preferred.
• Strong presentation, networking, and relationship building skills.
• Ability to explain complex retirement plan concepts in a clear and consultative manner.
• Self-motivated with strong organizational and pipeline management skills.

Key Competencies:

• Strong relationship-building and communication skills
• Ability to quickly establish credibility with financial advisors
• Highly organized with strong follow-up discipline
• Curiosity and willingness to learn retirement plan structures and regulations
• Collaborative mindset with the ability to work across sales, marketing, and operations teams
• Results-driven with a proactive approach to business development

Pay Transparency Statement:

The anticipated pay range for this position is $90,000-$125,000 annually plus commission/bonus structure.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience:

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.

Specific benefits and programs may vary by partner and position.