Sales Consultant – TPA/DPS - Remote

Overview

The Sales Consultant is responsible for driving company growth through new client acquisition and developing relationships with advisors and CPAs.

In Short

• Base rate plus commissions with total potential earnings of $68,072 - $110,000 annually.
• Develop new advisor and CPA relationships through various marketing efforts.
• Prepare fee proposals and conduct technical research for new plans.
• Implement effective sales strategies to meet and exceed targets.
• Maintain strong relationships with financial advisors and CPAs.
• Prepare routine reports and manage time effectively to achieve sales goals.
• Conduct presentations both virtually and in-person.
• Travel required for client meetings and seminars.
• Full-time benefits include generous PTO and medical coverage.
• Inclusive work environment with opportunities for growth.

Requirements

• Bachelor’s Degree with a minimum of five years related experience.
• ASPPA designation preferred.
• Strong written and verbal communication skills.
• Ability to manage time and achieve sales goals independently.
• Knowledge of the regulatory environment and industry standards.
• Proficient in Microsoft Office applications.
• Ability to solve practical problems in varying situations.
• Experience in relationship management and development.
• Ability to learn complex subject matter quickly.
• Effective presentation skills.

Benefits

• Generous Paid Time Off: At least 22 days annually.
• Parental Leave: Six weeks of paid leave at 100% salary.
• Comprehensive Medical Coverage with HSA contributions.
• Flexible Spending Accounts for healthcare and dependent care.
• Employer-Paid Disability Coverage and Life Insurance options.
• 401(k) plan with employer matching and pension options.
• Tuition Reimbursement for education and career growth.
• Employee Assistance Program and various financial services.
• Inclusive and supportive work environment.
• Opportunities for professional development.