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Internal Business Development Consultant

SetAway LLC

in Remote / MA / ME / NH / VT

Logo for SetAway LLC

Internal Business Development Consultant

SetAway is a fast-growing TPA firm located in Bedford NH with clients in thirty-two different states. SetAway is more than a TPA, we are experienced retirement plan consultants, educators and trusted partners to our clients, advisors, and CPA’s. Relationships are KEY and we make it our business to know our clients. SetAway helps simplify the complexity of retirement plans for plan sponsors.

The Internal Sales Consultant is responsible for supporting the distribution and marketing of retirement services – including  DC administrative services, DB/CB administrative services, 3(16) fiduciary services, and plan consulting. We partner with investment advisors, CPA, Auditors, employee benefit firms, payroll company etc.

Primary Duties and Responsibilities

  • Deliver high quality, responsive service to all inbound requests for information and sales support
  • Prepare new business proposals and provide cost analysis for all lines of business
  • Prepare and deliver new client service agreements
  • Lead advisors and prospective clients through completion of required documentation
  • Review of client service agreement, plan specifications checklist and client information form to confirm all needed data is received in good order
  • Management of prospect illustration process to ensure delivery deadlines are met
  • Prepare monthly statistical reporting for team and management review
  • Assist with quarterly commission calculations and reporting
  • Maintain key data points in CRM
  • Ensure smooth transition from sales to implementation
  • Communicate with advisors to understand needs and offer solutions
  • Build relationships with recordkeeping partner wholesalers and internals
  • Assist/participate in sale meetings with prospects, advisors and/or wholesalers
  • Conduct outbound calls to follow-up on proposals
  • Be a resource for and respond to inquiries regarding industry trends, plan design and IRS/DOL regulations
  • Effectively communicate SetAway value proposition, products, processes and fees to prospects and referral sources
  • Assist External Sales with appointment setting
  • Assist with Marketing and social media  

Education and Qualifications

  • Bachelor’s Degree in Accounting, Finance, Computer Science, or related field
  • QKA or equivalent designation or willingness to attain
  • Minimum 3 years of relevant experience in the retirement plan/financial services industry with proven success. Plan design, administration or compliance knowledge and background preferred.
  • Ability to grow expertise in the retirement services market, understanding of platforms/solutions/distribution & service models, key competitors, and centers of influence
  • Works well in a fast-paced environment and demonstrates ability to hit numbers and deadlines
  • Experience working with financial advisors, recordkeeping wholesalers and CPAs
  • Occasional travel required
  • Team player always willing to help teammates
  • Relationship driven

How to Apply

Please email resume and salary requirements to info@setawayllc.com.  Please note in subject line Internal Business -Resume.


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