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Retirement Plan Sales Associate

Sales Department

Seattle, Washington/Remote

Full Time (40hrs/week)

Start Immediately

Pay: Based on Experience

Our Team Members

At Leading Retirement Solutions (LRS) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!

We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non-traditional investments.

Department-wide Responsibilities

As a member of the Sales Team this position will be responsible for promoting LRS and our mission. You will  serve as the face of the company, coordinating and producing all materials representing the business. Sales team members reach out to prospects, customers, investors and/or the community, while creating an overarching image that represents the company in a positive light. The sales team builds relationships with our customers and work together to identify a customer’s unique needs, making sure that those needs are met.

Responsibilities In Your Role

  Support and assist the sales team with executing our sales plan and goals.
  Proactively lead prospect communication including proposal generation, webforms, fee disclosures for new clients, sales calls, portal/online account demos and more.
  Manage our sales CRM application and contribute to the development and tracking of sales opportunities.
  Qualify opportunities, assisting prospective clients with evaluating viability of our solutions, service selection, vendor/partner selection, and pre-implementation qualification.
  Convert prospects to active clients by working with client services team as they prepare and obtain agreement and intake kits, fee disclosures and other notices, coordinate with 3rd party vendors, and install clients in our systems.
  Collaborate with the marketing department to deploy a sales calendar and prospecting strategy executed via email, phone and online resources.
  Development of sales materials and literacy around new service offerings.
  Conduct provider searches; CPA’s, Attorneys, Advisors, Payroll providers. Introduce providers to sales team and nurture these valued referral opportunities.
  Create service cost comparisons and contribution illustrations.
  Communicate expectations and options to guide potential clients through plan implementation, terminations, mergers, and acquisitions.
  Learn and understand retirement plan qualification requirements, retirement plan documents, discuss plan provisions and the impact to potential client and participants.
  Act as point of contact to handle inquiries from finance team in relation to contracts and client pricing.

Qualifications

  Bachelor’s degree preferred.
  Minimum of 2 years industry or 2 years of related industry (banking, finance, investments, wealth management) experience, preferred.
  ASPPA Retirement Plan Fundamentals (RPF) Certified, preferred.
  Experience in a client facing, public interface, or sales environment preferred.
  Experience in browsing network directories and sales contact software systems, preferred.
  Proficiency is required with Excel, Word, Outlook, Adobe Acrobat.

 

Email us a cover letter, resume, references, and any additional applicable information to apply.

APPLY NOW

Contact Us: careers@leadingretirement.com

Benefits We Offer

We offer benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holidays are available after 90 days of employment. We also offer a company sponsored 401(k) Plan and company matching contributions, performance bonuses, and financial support for ongoing education and credentialing. We are a growing company with a casual working environment, providing each of our team members the opportunity to be a part of our company's success.

Our Team Has A Lot To Say

LRS is a great and growing organization. It recognizes it's team members for their efforts and makes them the number one priority of the company. As we are growing, new and different opportunities are always available, which challenges me to grow as a professional.

LRS Team Member

Excellent opportunity in a unique and growing industry. Formal training is sponsored by the company with professional mentoring by the team. Employees and their lives matter in the workplace.

LRS Team Member

I am viewed as a person rather than a number. I am impactful to the company and the company has helped me grow both personally and professionally.

Kimberly V.

I work in a very positive environment. I am continually educated to better serve our clients and the industry. The company invests in me and therefore I am happy to invest my time and efforts within the organization.

LRS Team Member

 

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