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Retirement Sales Consultant

Pension Financial Services

in Duluth GA / Hybrid

Logo for Pension Financial Services

Pension Financial Services (PFS), a Strongpoint Partner, is located in Atlanta, GA, is seeking a highly motivated and ambitious Sales Consultant. PFS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). As a Sales Consultant, you will be responsible for delivering against our growth initiatives across the S.E. United States working alongside the leadership at PFS and your sales and marketing colleagues across the Strongpoint Partners family of brands.  Growth initiatives include opening new channel partnerships with leading Financial advisors, RK wholesaler partners wire houses, RIA’s and CPA’s across our target markets and creating business development strategies alongside our Recordkeeping and Wholesaler partners that operate in the region to contract new clients. This is a fantastic opportunity for someone who is passionate about sales, thrives in a fast-paced environment, and wants to make a significant impact on our company's growth while being supported by a national network of retirement experts all with the financial backing of one of the fastest growing Retirement Plan Consulting, Design, and Compliance organizations in the industry. 

Strongpoint Partners provides third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses. Strongpoint offers an integrated software platform for retirement planning and payroll and is pursuing a growth strategy that includes add-on acquisitions and organic growth initiatives. Our culture is defined by teamwork, integrity, innovation, a growth mindset, and a passion for providing great service to our clients. With brands such as HowardSimon, Jocelyn, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, and Pollard & Associates, we are building a winning team with a family spirit, and helping to secure our customers’ financial futures, from hire through retire.  

**This is a hybrid opportunity in the Atlanta area.** 

Role & Responsibilities:  

  • Identify and target Retirement Plan Design, Consulting, and Compliance clients 
  • Build and maintain strong relationships with key partners, including Advisors, RK wholesalers, RIAs & CPAs, to develop leads and opportunities 
  • Effectively communicate the unique value proposition of PFS and Strongpoint Partners to prospective partners and clients, highlighting our unique competitive advantages and product differentiation 
  • Conduct solutioning sessions with client opportunities and partners 
  • Collaborate with internal teams, such as customer support and product development, to address client inquiries, resolve issues, and ensure client satisfaction 
  • Develop and implement sales strategies to achieve individual and team sales targets 
  • Stay up to date with industry trends and competitor offerings to maintain a competitive edge in the market 
  • Track and report on sales activities and performance metrics on a regular basis 

Requirements:  

  • Proven track record of sales success 
  • Knowledge of the retirement plan industry  
  • Strong interpersonal and communication skills, both written and verbal 
  • Excellent presentation and negotiation skills 
  • Ability to build and maintain relationships with clients 
  • Self-motivated and results-oriented with a strong work ethic 
  • Proficient in using CRM software and other sales productivity tools and/or a willingness to learn 
  • Ability to work effectively in a team environment and collaborate across departments 
  • Bachelor's degree in business, marketing, or a related field is a plus 
  • A passion for technology and the ability to quickly learn and adapt to new software platforms 

Note: This job description, requirements, and objectives are intended to convey the general nature and level of work to be performed by the individual assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required 

How to Apply

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