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Retirement Plan Sales Consultant

Leading Retirement Solutions

(Remote)

Build a Career That Helps Millions Achieve Retirement Security

At Leading Retirement Solutions (LRS), we believe every worker deserves the opportunity to retire with financial confidence. Our mission is to proactively support organizations and lead them toward a secure future.

LRS is one of the nation's leading independent retirement plan administration, recordkeeping and consulting firms. We partner with employers, advisors, fiduciaries, and participants to navigate the complexities of retirement plans while delivering innovative solutions and outstanding service. When you join LRS, you become part of a team of passionate professionals dedicated to solving challenging problems, driving meaningful outcomes for clients, and shaping the future of the retirement industry. Our fully remote workforce spans the country, allowing us to bring together talented individuals who value collaboration, accountability, continuous learning, and excellence.

Whether you're helping a small business establish its first 401(k) plan or supporting large organizations with sophisticated retirement strategies, your work will have a direct impact on helping people achieve financial security for the future.

Department Responsibilities

The Business Development Team is comprised of the Marketing Department and Sales Department. Together, these departments are responsible for advancing LRS’ business development strategy by generating market awareness, cultivating referral and prospect relationships, supporting sales pipeline development, and converting qualified opportunities into new retirement plan business.

Essential Job Duties

• Identify, develop, and manage and expand strategic referral partner relationships including financial advisors, wealth managers, CPAs, attorneys, payroll providers, and other sources of influence.
• Generate, cultivate, and convert new business opportunities through prospecting activities, referral relationships, strategic partnerships, and inbound opportunities.
• Develop and maintain a consistent external presence through networking, industry associations, conferences, educational events, advisor meetings, and other business development activities.
• Partner with internal subject matter experts and support teams to develop proposals, finalist presentations, sales materials, and responses to prospective client inquiries.
• Evaluate prospective retirement plans, prepare service and fee comparisons, and present value-focused recommendations to prospective clients.
• Collaborate with marketing to execute business development campaigns, thought leadership initiatives, and lead-generation strategies.
• Maintain a disciplined sales pipeline and utilize CRM tools to document activities, advance opportunities, and forecast future business results.
• Contribute to annual sales strategies, growth initiatives, and market expansion efforts designed to achieve revenue and profitability objectives.
• Research target organizations, referral sources, and market opportunities to generate qualified sales opportunities.
• Conduct discovery meetings, consultative sales discussions, finalist presentations, and ongoing prospect engagement activities.
• Lead opportunities through the full sales cycle and coordinate successful transition to implementation upon client onboarding.
• Demonstrate expertise in retirement plan design, fiduciary considerations, plan operations, benchmarking, and industry trends to effectively educate prospects and referral partners.
• Collaborate with finance and operations teams regarding client pricing, contractual arrangements, and revenue considerations.
• Maintain accurate forecasting, pipeline visibility, sales metrics, and revenue projections.
• Partner with the management team to create and implement a strategy for accelerated growth to meet 3-year business plan targets.
• Serve as a visible and trusted industry resource among prospects, clients, referral partners, industry organizations, and internal team members.
• Additional duties as assigned.

Minimum Qualifications

• 3+ years of consultative retirement plan sales.
• Demonstrated history of generating new business opportunities and achieving sales goals.
• Demonstrated history of meeting or exceeding revenue, business development, or relationship growth objectives.
• Strong knowledge of qualified retirement plans, plan design concepts, benchmarking, industry trends, and advisor-facing retirement solutions.
• Strong written and verbal communication skills including presentation experience virtually and in
• person.
• Proficiency with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, sales contact software systems.
• Ability to work independently and as part of a team in a fast-paced environment.
• Demonstrated ability to build relationships and leverage a firm's existing strengths.
• Commitment to continuous learning and professional growth within the retirement services industry.
• Self-motivated and solutions-oriented with excellent organizational skills.

Preferred Qualifications

• Bachelor’s degree preferred but not required.
• ASPPA, NAPA, CEBS, CFP, CRPS, CPFA, QKA, QPA, RPF, or similar retirement-industry credentials preferred.

Physical Demands and Work Environment

• While performing the duties of this job, the employee is regularly required to talk and hear.
• The employee is frequently required to sit; use hands to finger, handle, or feel; and reach with hands.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
• The work environment is usually an indoor setting with infrequent exposure to outside elements. This position requires periodic travel for advisor meetings, prospect meetings, conferences, client meetings, and company events. Expected travel is approximately 5-15%.
• The person in this position occasionally needs to move about inside a home office environment to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery such as a printer.

We Offer Great Benefits!

• Choice between 4 medical plans
• Dental, Vision, Accident, and Life/AD&D Insurance
• HSA and FSA options
• 2+ Weeks of Paid Time off (PTO)
• Paid Holidays
• Employer sponsored 401(k) Plan + Employer matching contributions
• Performance bonuses
• Financial support for ongoing education and credentialing
• Financial wellness services via ZayZoon
• Great, casual working environment with casual dress
• 100% Employer Paid Work from Home Setup
• Flexible Scheduling

How to Apply

You can apply via the link or by emailing your resume to hr@leadingretirement.com

Apply Now

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