TPA & 3(16) Retirement Plan Sales Consultants

Posted yesterday

weaver partnersDenver (CO)

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

TPA & 3(16) Retirement Plan Sales Consultants📍 Multiple U.S. Territories | Remote + Travel💰 Base Salary + Commission + Performance Bonus Several growing Third Party Administrators (TPAs) are expanding their sales teams and looking for retirement plan sales professionals who know how to build relationships, develop referral partners, and grow a territory. These opportunities are ideal for professionals who enjoy the wholesale side of the retirement industry — developing relationships with Financial Advisors, Recordkeepers, CPAs, Broker-Dealers and other Centers of Influence while serving as a knowledgeable retirement plan resource.

What You’ll Do:

Build and manage a regional sales territory
Develop relationships with Financial Advisors, Recordkeepers, CPAs, Broker-Dealers and Centers of Influence
Generate new prospects and referral sources
Sell TPA, 3(16), 401(k), DC, DB and Cash Balance services
Consult with partners on retirement plan design and solutions
Conduct advisor education and presentations
Manage pipeline, activity and sales goals
Travel throughout the territory to develop and strengthen relationships

What We’re Looking For: ✔️ Retirement plan / 401(k) industry experience✔️ TPA, 3(16), wholesaling, sales or business development experience✔️ Financial Advisor and/or Recordkeeper relationships✔️ Understanding of qualified retirement plans and plan design✔️ Knowledge of the TPA / Recordkeeper / Advisor ecosystem✔️ Strong prospecting, presentation and follow-up skills✔️ Self-directed, entrepreneurial and motivated to build a territory Bonus Experience

Established Advisor, Recordkeeper, CPA or Broker-Dealer relationships
DC, DB and Cash Balance plan knowledge
ASPPA or other retirement industry designations
Experience developing a new or underdeveloped territory This search could align well with TPA Sales Professionals, 3(16) Sales Consultants, 401(k) Wholesalers, Regional Sales Directors, Regional VPs and Retirement Plan Sales Consultants.

Before you apply

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Your profile is current

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A number in mind

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Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.