To support the growth of retirement plan services, the fully remote Wisconsin Licensed TPA Sales Consultant will develop new business opportunities and deepen distribution relationships with financial advisors, recordkeepers, and other key industry partners.
Key Responsibilities: Identify, cultivate, and close new opportunities with financial advisors, RIAs, broker-dealers, and CPAs Deepen and broaden the distribution network across the designated territory Build long-term partnerships with advisors and centers of influence while executing targeted sales strategiesRequired QualificationsExperience in retirement plan sales or financial services distribution Familiarity with third-party administration (TPA) and defined contribution/benefit plans Established relationships with financial advisors and retirement plan consultants Strong presentation and networking skills Self-motivated with effective organizational and pipeline management abilities

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Level

Senior L5

Location

New York, NY

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Pension Funds

Posted

yesterday

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