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Internal Wholesaler

The Retirement Plan Company

in AZ / CA / CO / NV / OR / UT / WA

Logo for The Retirement Plan Company

Position Overview:

Responsible for presenting and delivering value added solutions to distribution partners, financial intermediaries and plan sponsors. Continually seeks new distribution opportunities through multiple distribution channels.

Responsibilities:

  • Prospects within given territory by maximizing the opportunity afforded by sales leads generated from a variety of resources, including, but not limited to, personal production and networking.
  • Develops marketing plan with RVP partner detailing activities and maximizing lead activity from all channels.
  • Educates and promotes benefits of partnering with TRPC through advisor community.
  • Utilizing CRM, maintains accurate and up to date records.
  • Acts as liaison between the adviser and TRPC throughout sales cycle.
  • Assists management in keeping abreast of changes in the marketplace.
  • Other duties as assigned.

How to Apply

To apply, please email your resume to jrollins@trpcweb.com.


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