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Business Development Director

AimPoint Pension Group

in Remote / Pompano Beach FL

Logo for AimPoint Pension Group

We are expanding our Business Development Team in Florida! Do you want to work with an exciting and ambitious company that allows you to be the ace of your own destiny? If you have existing knowledge and experience selling retirement plans and creating lasting relationships with Financial Advisors, Record Keeper Wholesalers and CPA’s, we’d love to hear from you! 

Responsibilities will include, but are not limited to:

  • Manage advisor, record keeper wholesaler, and other key points of contact in a specific geographic region.
  • Meet and exceed individual sales goal of selling new and transfer retirement plans by proactively developing relationships in your assigned part of the region.
  • Communicate with advisors to understand needs and create solutions.
  • Manage and develop assigned geographic territory.
  • Build proposals and plan illustrations for prospective clients.
  • Assist/participate in point-of-sale meetings with advisors/wholesalers.
  • Lead advisors and prospective clients through the post-sales setup paperwork process.
  • Respond to a wide variety of inquiries, including plan design, industry trends, and legislative / regulatory requirements.
  • Communicate AimPoint Pension’s business model, value propositions, products, processes, and fees.

Qualifications required:

  • The ideal candidate has experience selling retirement plans and interacting with financial advisors.
  • Knowledge of retirement plan services, including plan design and investments.
  • 3+ years of experience in retirement plan administration, service, or sales.
  • Experience working with open-architecture retirement platforms a plus.
  • Experience working with fee-based RIAs and retirement plan advisors.
  • Excellent verbal and written communication skills
  • Ability to focus on the task at hand and maintain a high level of attention to detail.

Desired, but not required:

  • ASPPA or IRS industry specific designations or willingness to attain them.
  • Bachelor's degree

Who is AimPoint Pension?

AimPoint Pension is a retirement plan consulting firm with a single-minded goal: delivering a better client experience through a high-touch, tailored approach to customer service. Aimpoint Pension is a fast paced, employee empowered organization with the goal of becoming the best TPA in the industry.  We strive to support our plan sponsor, advisor, and CPA clients in every aspect of running the sponsor’s retirement plan. We’re a team of more than 40 experts serving more than 1,300 retirement plans in 32 states with assets exceeding $1.5 billion. We’re helping tens of thousands of Americans on their path to a financially secure retirement.

  Why choose AimPoint Pension?

Life/Work Balance: At Aimpoint Pension, we know that our employees have lives outside of the day-to-day TPA world. As a result, we strive to provide life/work balance for our staff and to ensure that they take vacation time and have the flexibility to participate in or handle life moments as they come up. We consider our employees “professionals” and treat them as such.

Remote: We are a fully remote workforce and have been since the beginning. We excel in supporting a truly remote team.

Training: Training is imperative to success. In the retirement industry, there is always something more to learn. It is ever-changing with new laws and guidance regarding existing laws from the IRS/DOL. As a result, we seek out industry experts to perform custom training for our team and support training and credentialling opportunities through ASPPA and its sister organizations. Additionally, we provide in-house training with the support of our technical experts. We also perform interdepartmental training to support a better understanding of the global operations of a TPA. It will make you stronger as an industry expert and Aimpoint Pension an even better consulting firm.

Compensation and Benefits:

Our focus is creating superior client service while enabling our employees to create a life/work balance. We offer competitive salaries with incentives and quarterly bonuses.

Our comprehensive benefits package includes medical, dental, vision, life, a very generous PTO policy, a 401(k) with a fully vested company match, and education reimbursement.

Visit our website

How to Apply

Send resume to:

When submitting, please include your salary requirements. References may be requested.

A Verified Employer
AimPoint Pension Group has trusted BenefitsLink to help reach qualified candidates for this opening.

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