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Retirement Plan Sales Associate

Leading Retirement Solutions

in Remote

Logo for Leading Retirement Solutions

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!

We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non- traditional investments.

Department Responsibilities

The Sales Team consists of team members responsible for promoting the business and mission ofthe company. Team members serve as the face of the company, coordinating and producing all materials representing the business. Team members reach out to prospects, customers, investors and/or the community, while creating an overarching image that represents your company in a positive light. The sales team members build relationships with our customers. Team members work together to identify a customer’s unique needs and makes sure that those needs are met.

Role Responsibilities

  • Support and assist the sales team with executing our sales plan and goals.
  • Proactively lead prospect communication including proposal generation, web forms, fee disclosures for new clients, sales calls, portal/online account demos and more.
  • Manage our sales CRM application and contribute to the development and tracking of sales opportunities.
  • Qualify opportunities, assisting prospective clients with evaluating viability of our solutions, service selection, vendor/partner selection, and pre-implementation qualification.
  • Convert prospects to active clients by working with client services team as they prepare & obtain agreement & intake kits, fee disclosures and other notices, coordinate with 3rd party vendors, and install clients in our systems.
  • Collaborate with the marketing department to deploy a sales calendar and prospecting strategy executed via email, phone and online resources.
  • Development of sales materials and literacy around new service offerings
  • Conduct provider searches; CPA’s, Attorneys, Advisors, Payroll providers. Introduce providers to sales team and nurture these valued referral opportunities.
  • Create service cost comparisons and contribution illustrations.
  • Communicate expectations and options to guide potential clients through plan implementation, terminations, mergers, and acquisitions.
  • Learn and understand retirement plan qualification requirements, retirement plan documents, discuss plan provisions and the impact to potential client and participants.
  • Point of contact to handle inquiries from finance team in relation to contracts and client pricing.

Qualifications

  • Bachelor’s Degree, preferred
  • Minimum of 2 years industry or 2 years of related industry (banking, finance, investments, wealth management) experience, preferred
  • ASPPA Retirement Plan Fundamentals (RPF) Certified, preferred
  • Proficiency with Excel, Word, Outlook, and Adobe Acrobat
  • Experience in browsing network directories and sales contact software systems, preferred
  • Experience in a client facing, public interface, or sales environment preferred

We Offer Benefits

Medical benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holiday’s after 90 days of employment. A company sponsored 401(k) Plan + company matching contributions, performance bonuses, financial support for ongoing education and credentialing and a great, casual working environment. We are a growing company providing each of our team members the opportunity to be a part of our company's success.

How to Apply

To Apply: Email Human Resources - careers@leadingretirement.com

Be sure to include a cover letter, resume, references, and any additional information.


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