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Internal Sales Consultant

Independent Retirement

in Remote / ID / OR / WA

Logo for Independent Retirement

Independent Retirement (Inde) is a third-party administration (TPA) firm specializing in consulting and compliance of small business retirement plans in the Pacific Northwest.

We strive to be the best in class in the work we do and the level of service we offer to our clients and strategic partners. We want to be a place of work where very talented individuals are empowered to do their best work with very little in their way.

We look for people that align with our core principles:

  • Follow through and keep your word
  • Strive for excellence
  • Do it now, right now
  • Make it easy (client, partner, colleague)
  • Communicate, communicate, communicate

We think that with the right people, we can accomplish our 5-year goal of doubling the size of our client base and expanding our market into Washington and Idaho.

Why we are hiring for this role:

We are hiring for this role to achieve three important business goals:

  • Increase referral business “today”
  • Develop and execute strategy for getting direct business “tomorrow”
  • Create recruiting pool for new external sales consultants so we can expand to new territories in the “future”

Primary responsibilities of this role:

  • Convert direct prospects to loyal clients. You will assist the Director of Business Development with creating and implementing a marketing strategy to generate direct leads from business owners, executive officers, and human resource and payroll administrators of small and medium-sized businesses.
  • Deepen and expand relationships. You will collaborate with an assigned sales consultant to deepen and expand relationships with financial advisers, wholesalers, accountants, attorneys, and DCIO partners. Your efforts will include proactive outreach, appointment scheduling, event planning, blog writing, and various other marketing efforts.
  • Assist in developing new business. You will work collaboratively with an assigned sales consultant to assist with generating, underwriting, proposing, and following up on new opportunities to win business.
  • Develop technical expertise. You will develop and maintain professional and technical knowledge by attending educational workshops and industry conferences, reviewing

What it will take to be successful in this role:
Qualifications

  • Self-starter and follow-through
  • Competitive spirit
  • Intelligent with good problem-solving skills
  • Continuous learner
  • Growth mindset
  • Effective communicator
  • New to sales or looking for more responsibility
  • Pace over perfection
  • Detail-oriented

Technology Stack:

  • Microsoft Office 365
  • Salesforce
  • PensionPro
  • Adobe Acrobat Professional
  • Canva
  • Squarespace
  • RingCentral / Glip
  • Loom

Compensation:

We will offer the right candidate a competitive compensation and benefits package:

  • Base salary
  • Variable compensation based on quotas, KPIs, and overall performance
  • 401(k) with match up to 4%
  • Subsidized health and dental insurance
  • Short term disability
  • 3 weeks paid time off + 16 hours paid time off for charitable causes
  • Flexibility to work from anywhere
  • Full reimbursement for continuing education and a monthly stipend for cell phone

Other: The job will be based out of our office in Portland, OR but the candidate will have the flexibility to work remotely as desired.

How to Apply

To apply, please email your resume to eburnside@independentretirement.com. Feel free to include a cover letter if you think it would be helpful.


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