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Regional Plan Consultant - Pacific Northwest

The Retirement Advantage, Inc.

(Remote)

Join Our Incredible Team at TRA – Regional Plan Consultants Opportunities

Are you passionate about retirement plan administration and design? TRA, a leading TPA firm, is expanding its reach and we are excited to announce an opportunity for a Regional Plan Consultant who currently resides in Washington, Oregon, Idaho, or Northern California.   

Description:

Rapidly growing, entrepreneurial-oriented administration only TPA seeks motivated, dynamic and experienced 401(k) plan associate to support a growing sales force 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 build a regional territory.

Responsibilities:

• Develop and manage an assigned territory
• Work to achieve annual sales goals
• Develop new prospects and referral sources to increase retirement plan sales
• Provide support to advisors and wholesalers within a defined territory
• Analyze plan providers, coordinate RFP responses and prepare prospect proposals
• Organize and coordinate educational services for advisors
• Communicate plan design concepts to advisors and plan sponsors
• Accurately forecast future closed sales
• Attend semi-annual live Team meetings
• Travel required
• Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation at all times in the communities we touch
• Other responsibilities as assigned

Qualifications:

• Undergraduate degree preferred
• Two years of sales experience preferred
• Completion of ASPPA RPF1 & RPF2 examinations within one year of hire
• Proficient in the Microsoft suite of products
• General understanding of mutual funds assets classes and expense ratios
• Working knowledge of qualified plans - in particular 401(k) plans
• Professional presentation and communication skills
• Detailed oriented
• Ability to work well independently and be driven to succeed with a strong sense of initiative and ownership
• Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings
• 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
• Completion of Kravitz Cash Balance Consultant Certification program within 6 months of accepting position

How to Apply

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