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Internal Consultant

Integrated Pension Services

(Remote / Leominster MA / CT / DE / FL / IL / KS / KY / MD / ME / NC / NH / NJ / OH / PA / RI / SC / VA / VT / Hybrid)

The Internal Consultant (IC) is a role within the Institutional Retirement Sales & Marketing team at Integrated Pension Services (IPS) reporting to the Chief Revenue Officer (CRO).  The IC will function as a sales resource supporting the sales process and sales team members.  Job duties will include, but are not limited to

• Participate in sales calls with distribution partners, prospects and clients and internal calls as needed  
• Coordinating (scheduling if needed) meetings and presentations for all sales staff
• Generating retirement plan design studies, proposals, or other sales and marketing team materials
• Following-up on open items and individual assigned leads
• Maintaining team Opportunities and Leads sales funnels
• Primary Responsibility for the maintenance of the corporate CRM for sales (presently Redtail soon to be Wealthbox)  
• Be proficient in Retirement Plan rules, regulations and laws
• Present plan design options and, potentially, vendor options to clients
• Have or achieve relevant ASPPA/NAPA retirement industry designations

The ideal candidate for this role will have a bachelor’s degree or higher or 2+ years of relevant financial services sales experience, and be securities licensed, preferably the Series 65, but other FINRA/SEC licensing will be considered.   Absent licensing, they will agree to get appropriate licensing within 120 days of employment, failure to do so may result in termination.  Individuals on this team will be permitted to directly source and produce their own plan sales in partnership with and oversight by the CRO.  Licensing may include but is not limited to the FINRA Series 6, 7, 63, 65, and/or 66 and the IC’s resident state Life/Health Insurance producer licenses. It is the IC’s responsibility to maintain their licenses in good order.

Compensation Structure

The compensation structure for IC’s will have four primary components: a base salary, benefits, participation in the team incentive pool, and at the CRO’s discretion, their own advisory fees (to be determined w. in six months of employment).  The base salary will be paid on bi-weekly basis, the incentives determined and paid quarterly.  The eligible incentive structure is determined by the CRO and updated annually.     

Job Location

Remote or corporate headquarters.  The qualified candidate may work from their home or the corporate office and will be provided with all appropriate equipment including a laptop, printer, monitor and other appropriate office equipment including a monthly stipend for supplies.  Occasional travel will be required.

How to Apply

Apply by emailing to general@integrated-pension.com.  Subject Line: Internal Consultant position

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