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Retirement Plan Regional Sales Director

Retirement Plan Consultants LLC

in AZ / CA / NM / NV / TX



Retirement Plan Consultants LLC is a coordinated team of trusted financial professionals, including experienced CPAs, equipped to deal with employee benefit plans. We provide advisory services, low cost platform recordkeeping, and third party administration. Our exclusive advisor advantage and fiduciary service protection program make us leaders in the retirement plan industry. We partner with elite advisors from across the country, allowing them to maintain the relationship, while we do the work behind the scenes. Retirement Plan Consultants LLC offers a flexible office environment with competitive compensation, good benefits, and opportunity for growth.

We are seeking a driven, team-oriented salesperson who will develop a book of business within our West Coast and South Central territory (applicant must be located in California, Nevada, Arizona, New Mexico, or Texas).

Education or sales experience required. Training will be provided on products and services.

Job description responsibilities and opportunities include the following but are not limited to:

Job Duties

  • Grow and maintain a book of business for a given territory
  • Establish relationships with new and current partners and customers
  • Provide education to financial advisors and plan sponsors

Experience & Skills

  • 4 year degree in an applicable field
  • 3+ years of direct selling or internal sales experience in industry
  • TPA experience or QKA designation preferred
  • Strong interpersonal skills to handle client contacts
  • Customer service experience
  • Knowledge of retirement plans
  • Motivated self-starter
  • Ability to learn and retain information in a fast-paced environment
  • Organized and dependable
  • Excellent communication skills (written and verbal)
  • Excellent analytical skills-good with numbers
  • Must be trust-worthy, organized, and disciplined
  • Good judgment and ability to keep information confidential
  • A can-do attitude and desire to learn
  • Proficient in Excel, Word, and Outlook

Benefits include, but are not limited to:

  • Health Insurance
  • Dental and Vision Insurance
  • Life Insurance
  • Short and Long Term Disability Insurance
  • Retirement Plan
  • Paid vacation and holidays

How to Apply

If interested, please send resume and cover letter as a single PDF. Word documents and multiple attachments will not be accepted. Send PDF to

Visit our web site.

This ad has been viewed 671 times. It expires on 11/27/2017.

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