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Regional Retirement Sales Consultant

SetAway, LLC

in Bedford NH / MA / ME / VT

SetAway, LLC is seeking a Regional Retirement Sales Consultant.  This is an opportunity to join a growing TPA firm and be an integral part of building an exceptional company.

This position is responsible for developing retirement plan TPA sales through business development efforts directly with clients, financial intermediaries (Financial Advisors, CPAs, etc.) and retirement plan industry partners such as DCIO wholesalers and recordkeeping service providers. 

Qualifications: 

  • Strong knowledge of retirement plan services, including plan design
  • Personable and enjoy helping business owners, CPA’s, financial advisors
  • Enjoying meeting people and networking
  • Strong sales and relationship management with, qualified defined contribution plans a plus
  • Working experience with financial intermediaries and other retirement professionals
  • Self-motivated with high energy and willingness to build and/or expand a sales territory
  • Excellent communication and presentation skills are a must;
  • A cooperative team spirit is required;
  • Organization, time management and attention to detail required;

Experience / credentials

  • QPFC, QKA, APA or equivalent designation or willingness to attain within 18 months
  • Bachelor’s Degree
  • Day travel 3 to 4 days a week
  • 2 or more years in retirement plan administration, service, or sales

How to Apply

Please submit resume to info@setawayllc.com


This ad has been viewed 615 times. It expires on 7/30/2018.

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