Retirement Plan Sales consultant – TPA Services, up to 100k+ commission
Job Description
Retirement Plan Sales Consultant | TPA Services | $80K–$100K Base + Commission
Location: Remote
Compensation: $80,000–$100,000 base salary + commission on new business
We are seeking an experienced Retirement Plan Sales Consultant to join a growing Third-Party Administrator (TPA). This role is ideal for a retirement industry professional who understands qualified retirement plans and enjoys building relationships, developing new business, and helping organizations design effective retirement solutions.
As a key member of the team, you will work with financial advisors, business owners, and professional partners to educate prospects on TPA services and deliver customized retirement plan solutions. This is an opportunity to leverage your retirement expertise while being rewarded for driving growth and building lasting client relationships.
What You'll Do
- Develop and cultivate new business opportunities for TPA retirement plan services.
- Build relationships with financial advisors, CPAs, brokers, and business owners.
- Consult with prospective clients on retirement plan design, administration, and compliance solutions.
- Conduct presentations and meetings to educate prospects on the value of TPA services.
- Manage the sales process from initial opportunity through implementation.
- Partner with internal administration teams to ensure a smooth transition for new clients.
- Maintain strong industry relationships and identify opportunities for growth through networking and referrals.
What You'll Bring
- 3+ years of experience in the retirement plan industry, within a TPA environment.
- Strong understanding of 401(k), profit-sharing, cash balance, and other qualified retirement plans.
- Experience in retirement plan sales, business development, relationship management, or client consulting.
- Ability to communicate complex retirement concepts in a clear and consultative manner.
- Strong networking, presentation, and relationship-building skills.
- Retirement industry designations such as QKA, QPA, CPC, CEBS, or similar are preferred.
Why Join Us?
- Competitive $80K–$100K base salary
- Additional commission opportunity on new business
- Opportunity to make a direct impact on company growth
- Work with an experienced retirement plan team
- Comprehensive benefits package
- Career growth opportunities within a growing TPA organization
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