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Retirement Plans Sales & Relationship Development

Qualified Pension Consultants, Inc.

in Independence OH

Qualified Pension Consultants

Well-established and highly-regarded Third Party Administration firm located in Independence, OH is seeking an individual for a sales and relationship development position.

Position Description

  • Responsible for the sale of TPA administration services to sources of business in the financial, accounting and legal professions.
  • Explore creative ways to deliver superior service, crafting our product to meet the needs of a demographically and technologically evolving marketplace.
  • Work on both the macro and micro level to discern future trends in retirement planning, design a service response and develop innovative marketing approaches to reaching new sources of business.

Qualifications for this position include:

  • Three or more years’ experience in the retirement plan field, with a specialization in generating new business.
  • Solid understanding of the operation of all types of retirement plans including 401(k), profit sharing, defined benefit and cash balance.
  • Ability to present and compare illustrations of different plan designs to meet the client’s retirement goals.
  • Excellent communication skills with the ability to make complex information easily understandable on both verbal and written levels.
  • Basic computer skills using Word and Excel.  Ability to organize data using established computer file formats and software.

Benefits

Highly competitive compensation split between base salary and bonus.  Benefits include 401(k) plan with 3% Safe Harbor Non-Elective contribution, full medical, dental, vision, long and short-term disability.  Paid Time Off. 

How to Apply

Please email your resume to carol@qualified-pension.com


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