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Retirement Plan Sales Territory Manager

Loren D. Stark Company

in Irving TX

Loren D. Stark Company

Retirement Plan Sales Territory Manager - Location: Dallas, Fort Worth, North Texas

Employment Type


Why Work Here?

“We value experience, the desire to gain knowledge and the motivation to do your best.”

Job purpose

The purpose of this position is to develop relationships and expand our services by developing new clients and increasing the client base to increase profits in Dallas/Fort Worth and North Texas.

Our ideal candidate would be an experienced Defined Benefits Combo Consultant with a Bachelor’s Degree in Accounting with certifications as a Enrolled Retirement Plan Agent (ERPA) or Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) designations. Cash Balance Plan experience is required.

LDSCO has well-defined strategies to meet our goals. However, success cannot be sustainable unless we commit to and work according to our values. First among these is Honesty in all aspects of our conduct. This includes acting with integrity in how we run our business, both with respect to our external dealings with customers, clients and competitors and in our internal dealings with our staff.

Job Description

  • Expand our services across Dallas/Fort Worth and North Texas through plan sales,
  • Develop and implement marketing strategies using seminars, current client visits, telephone calls, direct mail or other local marketing programs for the purpose of seeking new clients and referral sources,
  • Achieve and continually develop technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills,
  • Expedites client problems or complaints to Client Relationship Managers to ensure client satisfaction and retention,
  • Design and implement sales strategies to target new markets,
  • Reach or exceed assigned sales goals while completing and submitting accurate and timely new business paperwork,
  • Develop stronger relationships with CPA’s, FA’s and small business owners for referral business,
  • Establish and maintain positive customer relations, both internally and externally,
  • Exhibit professional behavior in all dealings to project a positive company image to the clients and partners,
  • Participate in training sessions and continues self-study modules to become a Nationals Sales Manager,
  • May be required to travel outside of assigned territory for purposes of attending meetings, conferences and/or training sessions.


  • Minimum of five (5) years of outside business-to-business (B2B) sales experience,
  • Proven proficiency in selling and presentation skills, prospecting, and territory management,
  • Experience in business-to-business experience, retirement plans services, payroll, and/or HR solutions,
  • Self-motivated and ambitious, with capacity to reach and exceed sales goals,
  • Proven customer service and relationship building skills,
  • Ability to effectively communicate through all mediums,  
  • Organized, with effective time management skills,
  • Ability to work well independently and with a team,
  • General business acumen.

Business Hours

The standard office hours are 8:00 a.m. to 5:00 p.m. Monday to Thursday and 8:00 a.m. to 2:00 p.m. on Fridays with a few minor variations due to business needs and projects. 

LDSCO offers a challenging and rewarding work environment supported by a total compensation program that includes:

  • Competitive Base Salary,
  • Full Benefits Package (Medical, Dental, Vision, Life, and Cafeteria Plans),
  • Paid Leave (Vacation, Personal Day, Holidays and Fun Days),
  • Retirement Plan 401K and Safe Harbor Contribution,
  • Personal and Professional Development,
  • Rewards and Recognition Program,
  • Entrepreneurial Culture,
  • Strong Team Environment with Social and Team Building Activities.

LDSCO is an Equal Opportunity Employer.

How to Apply

Candidates may apply with Zip Recruiter at https://www.ziprecruiter.com/job/e7c75c08 or send resumes to JeanV@LDSCO.com.

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