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Regional Sales Consultant

Prime Pensions, Inc.

in Remote / Florham Park NJ

Description:

Rapidly growing, administration-only national TPA seeks motivated, dynamic and experienced 401(k) plan associate to support a growing sales and consulting team in continuing to expand its client base.  This position presents a unique opportunity to work in a small team-oriented environment along with a competitive compensation and benefits package.  The ideal candidate will be able to balance being a go-to plan design consulting resource for their partners with the ability to profitably expand a regional territory.

Responsibilities:

• Develop and manage an assigned territory
• Keen focus on ongoing advisor development and requirements to achieve annual sales goals
• Develop new prospects and referral sources to increase retirement plan sales opportunities
• Provide support to advisors and wholesalers within a defined territory
• Analyze plan providers, coordinate RFP responses and prepare prospect proposals
• Communicate plan design concepts to advisors and plan sponsors
• Organize and coordinate educational/practice management services for advisors
• Analyze pipeline and accurately forecast future business opportunities
• Attend semi-annual live national Team meetings
• Intermittent travel required within designated territory
• Other responsibilities as assigned

Qualifications:

• Minimum of an Undergraduate degree preferred
• Two years of successful retirement plan sales and/or consulting experience preferred
• Completion of industry specific designations (ASPPA, CEBS, etc.) desired
• Understanding of regulatory aspects of qualified plan administration and related issues involving ERISA and IRS Revenue Rulings
• Working knowledge of qualified plans – in particular, 401(k) and Cash Balance plans
• General understanding of mutual funds, asset classes and expense ratios
• Professional presentation and communication skills
• Ability to work independently and be driven to succeed (‘a hunter’) with a strong sense of initiative and ownership (entrepreneurial)
• Detail oriented
• Strong organizational and problem solving-skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a high volume and fast paced environment
• Proficiency in the Microsoft suite of products

How to Apply

Email resumes to prime@primepensionsinc.com

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