Regional Retirement Plan Consultant for United Retirement Plan Consultants in Laguna Hills CA 
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Regional Retirement Plan Consultant

United Retirement Plan Consultants

in Laguna Hills CA

Regional Sales Consultant / Retirement Plans / Orange County, LA, Southern California

United Retirement Plan Consultants is one of the largest national TPAs, administering qualified and non-qualified retirement plans in the micro to mid-size employer market.

United Retirement continues to expand its sales distribution efforts and is seeking an experienced Regional Retirement Plan Sales Consultant in the Southern California area.

This position is responsible for developing retirement plan sales of TPA services through business development efforts with financial intermediaries (Financial Advisors, CPAs, etc.) and retirement plan industry partners such as product and recordkeeping service providers.  United Retirement’s sales consultants are supported by internal plan design, illustrations, proposal, documents, and new business installation teams.

Qualifications: 

  • Working knowledge of, and at least 3-5 years’ selling  experience with, qualified defined contribution and/or defined benefit retirement plans;
  • Prior wholesaling experience with TPAs is a significant plus, particularly those with in-territory advisor / record keeper relationships;
  • Strong sales and relationship management experience required;
  • Proven ability to exceed activity metrics and production targets in sales territory;
  • Proven working experience with financial intermediaries and other retirement professionals, with tangible results;
  • Self-motivated with high energy and willingness to build and/or expand a sales territory for United Retirement;
  • Working knowledge of SalesForce;
  • Excellent communication and presentation skills are a must;
  • A cooperative team spirit is required;
  • Organization, time management and attention to detail required;
  • Minimum bachelor’s degree preferred, business-focused degree is a plus!

United Retirement offers a competitive base, incentive and benefits package, as well as a professional and friendly work environment.

How to Apply

Please apply through the United Retirement webpage, under Contact > Employment Opportunities using this link:  www.unitedretirement.com/contact/employment-opportunities

No phone calls please.

Visit our web site.


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