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Regional Sales Consultant

Prime Pensions, Inc.

in Remote / Florham Park NJ

Logo for Prime Pensions, Inc.


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.


  • 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


  • 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

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