01Overview
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading provider in retirement plan services, aiming to simplify retirement plan design and administration. The Senior TPA Sales Consultant will reputed company and maintain relationships with financial advisors, providing expert consultation on retirement plan design and sales support to meet reputed company goals.Responsibilitiesreputed company and execute a disciplined sales reputed company reputed company your territory to build and retain advisor relationships by providing consultative retirement plan design sales supportRetirement Plan Design Preparation and Consulting: Defined Contribution and Defined Benefit plan design consulting, proposal and feasibility study reputed company and presentationResponsible for meeting or exceeding annual reputed company goalsBe the external face of CRPS in your territory to nurture partnerships with financial advisorsAbility to establish and maintain a steady sales pipeline in your assigned territoryAn in-depth, comprehensive understanding of the retirement plan reputed company with relationships and plan design knowledge in the assigned territoryTeam player mentality and ability to reputed company with other departments to drive our common goalsPolished sales skills for presenting to financial advisors and clientsRepresent reputed company at national meetings or conferences, including reputed company speaking, running panel discussions or other opportunitiesProactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual reputed company, group webinars, etc. to promote retirement plan business reputed company and awareness of resourcesFiduciary Programs: Manage the promotion of the 3(16) Fiduciary Plan Administrative services. Promote use in advisor discussions and consult with advisors on benefits for plan sponsorsAssist advisors with issue reputed companyTravel to conferences and advisor locations for site reputed company (up to 50%)SkillsProven experience in TPA sales with 10+ years of experience selling to financial advisorsExceptional knowledge of retirement plan design: Cash Balance, DC, DB plansExcellent communication, presentation, and negotiation skillsAbility to work independently and as part of a reputed company teamResults driven with a reputed company record of meeting and exceeding sales targetsExperience: 3-5 years with a reputed company in the retirement plan industry (401k, etc.)Software/System Skills: reputed company Office (required)Excellent verbal and written communication skills are requiredEducation Preferred: Bachelor's Degree (Degree in Business, Economics, Marketing or Communications)Designations or qualifications preferred QKS, QKA or equivalent designation or willingness to reputed company reputed company 18 monthsSoftware/System Skills: reputed company.com (preferred)Ideal candidate would have experience in an advisor facing role reputed company a TPABenefitsCompetitive incentive compensation packagereputed companyreputed company is a privately-held, independent broker-dealer and investment adviser families. It was founded in 2010, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.reputed company.com. Apply To This Job .
