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Sales Consultant

TPA Experts

(Remote)

This job includes a base rate plus commissions. Total potential annual earnings $68,072 - $110,000.

Territory to cover Iowa, Nebraska, Missouri and Minnesota.

Responsible for driving the growth of our company through new client acquisition including developing new advisor and CPA relationships through marketing, sponsoring or co-sponsoring events, networking, cold-calling, referrals, and the nurturing of existing relationships. Preparing fee proposals, preparing illustrations, and technical research required for obtaining new plans. Responsible for implementing effective sales strategies tailored to meet and exceed sales targets.

Education and Experience:

• Bachelor’s Degree and a minimum of five (5) years related experience or equivalent combination of education/experience.
• ASPPA designation preferred.

Tasks Performed:

• Relationship development and management. Developing and maintaining strong relationships with financial advisors, CPAs, recordkeepers, and other centers of influence. This would include regular meetings and educational seminars.
• Producing fee proposals, illustrations, tracking and reporting of sales activity.
• Work with Conversion Team to transition new retirement plans after the sale, including initial plan design call.
• Assisting with the development and implementation of marketing plans.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs
• Position requires domestic travel for client meetings, seminars, and conferences.

How to Apply

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