• Regional Sales Consultant

    The Retirement Advantage, Inc. (TRA) (Rust, MI)


    Job Descriptions:

    Description:

    Rapidly growing, entrepreneurial-oriented administration only TPA seeks motivated, dynamic and experienced 401(k) plan associate to support a growing sales force in continuing to expand its client base. This position presents a unique opportunity to work in a small team-oriented environment along with a competitive compensation and benefits package. The ideal candidate will be able to balance being a go-to plan design consulting resource for their partners with the ability to build a regional territory.

    Available Territories: (Please note applicants must currently live in one of the states listed)

    + Pacific NW: Washington, Oregon, Idaho, Northern California

    + Colorado: Colorado, Wyoming, Montana, North Dakota, South Dakota, Nebraska

    + Texas: Texas

    + Ohio: Ohio, Kentucky, West Virginia

    + Maryland: Maryland, DC, Delaware, New Jersey, Pennsylvania, Virginia

    Description:

    Rapidly growing, entrepreneurial-oriented administration only TPA seeks motivated, dynamic and experienced 401(k) plan associate to support a growing sales force in continuing to expand its client base. This position presents a unique opportunity to work in a small team-oriented environment along with a competitive compensation and benefits package. The ideal candidate will be able to balance being a go-to plan design consulting resource for their partners with the ability to build a regional territory.

    Responsibilities:

    + Develop and manage an assigned territory

    + Work to achieve annual sales goals

    + Develop new prospects and referral sources to increase retirement plan sales

    + Provide support to advisors and wholesalers within a defined territory

    + Analyze plan providers, coordinate RFP responses and prepare prospect proposals

    + Organize and coordinate educational services for advisors

    + Communicate plan design concepts to advisors and plan sponsors

    + Accurately forecast future closed sales

    + Attend semi-annual live Team meetings

    + Travel required

    + Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation at all times in the communities we touch

    + Other responsibilities as assigned

    Required Experience:

    Qualifications:

    + Undergraduate degree preferred

    + Two years of sales experience preferred

    + Completion of ASPPA RPF1 & RPF2 examinations within one year of hire

    + Proficient in the Microsoft suite of products

    + General understanding of mutual funds assets classes and expense ratios

    + Working knowledge of qualified plans - in particular 401(k) plans

    + Professional presentation and communication skills

    + Detailed oriented

    + Ability to work well independently and be driven to succeed with a strong sense of initiative and ownership

    + Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings

    + Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a high volume and fast paced environment

    + Must live within the assigned territory

    Keyword: Regional Sales Consultant

    From: The Retirement Advantage, Inc. (TRA)