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TPA Sales Consultant

Benetech, Inc.

in Los Angeles, CA / San Francisco, CA / Sacramento, CA / Dallas, TX / Baltimore, MD / Arlington, VA / DC / WA

Benetech, Inc.

Position Summary: Successful candidates will be responsible for prospecting and selling retirement plans for small and medium-size businesses by developing and expanding Benetech’s established national network of referral sources such as wirehouse and independent financial advisors, CPAs, mutual fund wholesalers, and recordkeeping wholesalers. While Benetech sales consultants are required to have a solid understanding of 401(k) plans, we are primarily looking for self-motivated sales people who understand how to develop and maintain an advisor referral network.

Territories: Benetech, a national actuarial consulting and retirement plan administration firm (TPA), is seeking external sales consultants within the following metropolitan areas: Los Angeles, CA; San Francisco/Sacramento, CA; Seattle, WA; Baltimore, MD/DC/Northern VA; Dallas/Ft Worth, TX.

Essential Duties and Responsibilities:

  • Benetech sales consultants fulfill an external sales role, and are responsible for finding and closing retirement plan opportunities within territory.
  • Identify needs and objectives of prospective clients, present solutions, close sales, and assist in onboarding new clients.
  • Work closely with mutual fund and recordkeeping platform wholesalers to develop an advisor referral network.
  • Maintain close and regular contact with A- and B-level advisor referral sources.
  • Work closely with broker-dealer retirement plan specialists to develop an advisor referral network within that broker-dealer.
  • Present sales training seminars for financial advisors, information seminars for plan sponsors, and CPA Continuing Education seminars.

Qualifications:

  • A track record of leadership and excellence in B2B sales, preferably within the retirement plan industry.
  • Self-motivated with the ability to work independently, strong organizational skills, and the ability to prioritize work.
  • Proven ability to work under pressure of deadlines and demanding clients, with minimal supervision.
  • Strong writing skills and the ability to communicate persuasively, both one-on-one and in front of a group.
  • Good understanding of basic 401(k) rules is required. Understanding of Defined Benefit/Cash Balance plans is preferred but not required (we will train on DB plans).
  • Strong interest in increasing your technical understanding of retirement plans.

About Benetech: Established in 1974 and still privately held, Benetech is one of the largest independent TPAs in the country, with a national sales force of full-time external sales consultants and internal sales support staff. Benetech has been a national TPA partner to broker-dealers and recordkeepers for more than 40 years, offering superior ongoing administrative services at reasonable fees.

How to Apply

Applicants should email or fax their resume and cover letter to Benetech's HR Department:

HR@Benetechinc.com

Fax: 714-550-3482

Visit our web site.


This ad has been viewed 462 times. It expires on 8/12/2017.

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