Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Benefits Production Manager

IUOE Local No. 478 Employee Benefit Funds
(Hamden CT)

IUOE Local No. 478 Employee Benefit Funds logo

Member Services Representative

DC Retirement Board
(Washington DC)

DC Retirement Board logo

Client Service Specialist

EPIC Retirement Plan Services
(Remote)

EPIC Retirement Plan Services logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Corona CA / Rancho Cordova CA / Hybrid)

Nicholas Pension Consultants logo

DC Plan Administrator

Plan Design Consultants, Inc.
(Remote)

Plan Design Consultants, Inc. logo

Recordkeeper & Customer Service Specialist

Heritage Pension Advisors, Inc.
(Remote / Commack NY / FL / Hybrid)

Heritage Pension Advisors, Inc. logo

Defined Benefit Consultant

AimPoint Group
(Remote)

AimPoint Group logo

Retirement Plan Sales Consultant

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Retirement Analyst

DC Retirement Board
(Washington DC)

DC Retirement Board logo

Administrator

Pentegra
(Remote / West Harrison NY)

Pentegra logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Sales Consultant

EPIC Retirement Plan Services

in Remote / Norwich NY / KY / MA / ME / OH / PA / VT

Logo for EPIC Retirement Plan Services

Northeast Region

The ideal candidate will market and sell EPIC's services to financial institutions, including investment advisors, banks, retirement plan administrators and payroll companies Support personnel in facilitating timely delivery of service and customer satisfaction.

Additional Job Description

Tasks Performed:

  • Develop prospective client relationships and follow up on referrals within the assigned region to identify opportunities to generate additional revenue through marketing and sales of all EPIC services. Support existing and new product positioning and development while delivering superior customer service at a profitable margin.
  • Report on external activities to include competitive analysis, major customer issues, customer retention, existing customer sales and initiatives. Work with management to promote continuous business and process improvement.
  • Maintain working knowledge of all EPIC tools, web technology and other available resources.
  • Perform Plan design consulting services as required by client or prospective client. Assist in the development of contractual agreements between EPIC and the financial institutions and/or direct clients. Negotiate exception fees or terms with EPIC approval when standardized schedules are not applicable. Coordinate with conversion and administrative teams to assist in the smooth transition of new clients.
  • Support sales team with forecasting and external communications/meetings as required.

Education and Experience:

  • Bachelor's degree and a minimum of five (5) years related experience or equivalent combination of education/experience

How to Apply

Apply Now


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2023 BenefitsLink.com, Inc.