TPA Sales Consultant
New
S
Strongpoint PartnersRetirement Services
Candidates specifically located in Wisconsin, Minnesota, or IowaFull-Time
Salary$90,000-$125,000 annually plus commission/bonus structure
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Job Details
- Required Skills
- HubSpot
Requirements
- Experience in field retirement plan sales, financial services distribution, or institutional sales.
- Background in internal or external financial services sales.
- Familiarity with third-party administration (TPA).
- Knowledge of defined contribution (DC) plans.
- Knowledge of defined benefit (DB) / cash balance plans.
- Strong presentation, networking, and relationship building skills.
- Ability to explain complex retirement plan concepts clearly.
- Self-motivated with strong organizational skills.
- Established relationships with financial advisors, recordkeepers, and retirement plan consultants are preferred.
Responsibilities
- 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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