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- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
Über
Job Summary We’re seeking a seasoned Sales Consultant with deep knowledge of retirement plan administration and a proven track record of building strong relationships with financial advisors and wholesalers. This role is not just about selling—it’s about educating, consulting, and strategically guiding our partners to success.
Job Responsibilities
Build and maintain strong relationships with financial advisors, wholesalers, and other key stakeholders in your territory
Act as a technical resource to educate partners on retirement plan design, compliance testing, and government reporting
Deliver presentations, webinars, and consultations to support advisor sales efforts and deepen understanding of TPA services
Collaborate with internal teams to develop and deliver customized retirement plan solutions
Identify and pursue new business opportunities to drive growth within the assigned territory
Stay current on industry trends, regulatory changes, and best practices in retirement plan administration
Requirements
Minimum 3–5 years in retirement plan sales, TPA services, or related financial services
Strong understanding of plan design, compliance testing, 5500 reporting, and other regulatory requirements
Established network of financial advisors and wholesalers within your territory
Ability to clearly articulate complex retirement plan concepts to non-technical audiences
Comfortable navigating consultative sales cycles and positioning value beyond price
Highly motivated, organized, and capable of working independently
Remote Work Information For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.
Compensation Information The average salary for this position is expected to be between $77,000 and $100,000 / year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. This role includes an incentive component in addition to a base salary. We do not anticipate candidates to be paid at the top of the range; however, from time to time, it may occur on a case‑by‑case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid‑time off, etc.
Additional Information As an employer, we believe our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
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Sprachkenntnisse
- English
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