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Retirement Plan Sales Consultant

Business Development Department

Remote/Some Travel

Full Time 

Start Immediately

Pay: $55,000-$80,000+Commission

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

The Business Development Team consists of team members responsible for promoting the business and mission of the company. Team members serve as the face of the company, coordinating and producing all materials representing the business. Team members reach out to prospects, customers, investors and/or the community, while creating an overarching image that represents your company in a positive light. The sales team members build relationships with our customers. Team members work together to identify a customer’s unique needs and makes sure that those needs are met.

Salary is $55,000-$70,000 + uncapped commission structure.

Responsibilities In Your Role

·         Identify, develop and manage key client and partner relationships.

·          Follow up on opportunities and referrals that lead to new corporate retirement plan clients.

·          Seek out and network with company owners, executives, and professional contacts.

·          Work effectively with the support team to develop Request for Proposals (RFPs) and sales presentations.

·         Prepare projected and actual plan services and costs for sales leads, including benchmarking.

·         Collaborate with the marketing department to deploy a prospecting strategy via email, phone and online resources.

·         Contribute to the development and tracking of sales opportunities, as well as the marketing plan associated with new business opportunities.

·         Contribute to the establishment of the annual strategic sales plan to achieve top-line revenue and profit objectives.

·         Research accounts and generate or follow up on sales leads.

·         Proactively schedule and conduct regular introduction sales calls with potential clients.

·         Convert prospects to active clients by working with client services team, coordinate with partners and 3rd party vendors for a smooth hand off to implementation.

·         Understand retirement plan qualification requirements, retirement plan documents, discuss plan provisions and the impact to potential client and participants.

·         Be the point of contact to handle inquiries from the finance team in relation to contracts and client pricing.

·         Prepare weekly sales metrics, quarterly sales reports and projected annual revenue and report these figures to the management group.

 

·         Partner with the management team to create and implement a strategy for accelerated growth in order to meet 3 year business plan targets.

·         Be a leading industry influencer with prospects, partners, internal team members and other centers of influence.

 

This Job Will be a Good Fit for You if You 

·         Are looking for a fully remote position.

·         A position that allows you to guide the future of your role and responsibilities, as well as the future of our growing business development team.

·         Seeking a position with the opportunity for professional development, including industry certification/credentialing.

·         Need a sales position that requires no travel.

·         Looking for a position with generous base pay plus   uncapped potential commission earnings, as well as full benefits.

·         Want to join a community of retirement professionals looking to make a difference.

 

 

Qualifications

·         Understanding of retirement plans, basics of plan management, retirement plan benchmarking process and reporting

·         Strong written and verbal communication skills including presentation experience virtually and in
person.

·         The ability to work independently and collaboratively in a team-based environment.

·         Professional attitude and demeanor, and a strong commitment to confidentiality.

·         Individual sales experience and being comfortable with cold calling and prospecting activities.

·         Ability to build and leverage professional relationships.

·         Superb communication skills and a commitment to superior customer service.

·         Excellent attention to detail and accuracy, proficient with numbers and basic calculations.

·         Ability to work independently and as part of a team in a fast-paced environment.

·         Ability to drive change within the organization

·         Demonstrated ability to build relationships and leverage a firm’s existing strengths.

·         Willingness to continually upgrade knowledge and understanding of our industry.

·         A demonstrated track-record of consistently meeting and/or exceeding performance expectations.

 

Qualification Preferences

·         Bachelor’s Degree

·         Minimum of 2 years industry or 2 years of related industry (banking, finance, investments, wealth management) experience.

·         Minimum of 2 years sales or business development experience

·         ASPPA Retirement Plan Fundamentals (RPF) Certified

·         Proficiency with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, sales contact software systems.

 

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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