- Identify, cultivate, and close new opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, and CPAs.
- Deepen and broaden the distribution network across the assigned territory.
- Build long-term partnerships with advisors, recordkeepers, and centers of influence like ERISA attorneys.
- Execute sales strategies and local events to increase market awareness of TPA services and retirement consulting.
- Provide consultative insights on plan design, compliance, and administrative efficiency.
- Monitor industry trends and regulatory developments.
- Partner with actuarial and operations teams to deliver tailored solutions.
- Maintain sales pipelines and provide reporting through HubSpot CRM.
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