[Remote] Regional Plan Consultant (Sales)
Note: The job is a remote job and is open to candidates in USA. The Retirement Advantage, Inc. (TRA) is a leading TPA firm expanding its reach by adding multiple Regional Plan Consultants. The role involves managing a territory, achieving sales goals, and providing support to advisors while maintaining TRA's reputation in the community.
Responsibilities
- Develop and manage an assigned territory
- Work to achieve annual sales goals
- Develop new prospects and referral sources to increase retirement plan sales
- Provide support to advisors and wholesalers within a defined territory
- Analyze plan providers, coordinate RFP responses and prepare prospect proposals
- Organize and coordinate educational services for advisors
- Communicate plan design concepts to advisors and plan sponsors
- Accurately forecast future closed sales
- Attend semi-annual live Team meetings
- Travel required
- Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation at all times in the communities we touch
- Other responsibilities as assigned
Skills
- Applicants must currently live in one of the states listed: Pacific NW: Washington, Oregon, Idaho, Wyoming, Montana; Mid South: North Carolina, South Carolina, Tennessee; California
- Completion of ASPPA RPF1 & RPF2 examinations within one year of hire
- Proficient in the Microsoft suite of products
- General understanding of mutual funds assets classes and expense ratios
- Working knowledge of qualified plans - in particular 401(k) plans
- Professional presentation and communication skills
- Detailed oriented
- Ability to work well independently and be driven to succeed with a strong sense of initiative and ownership
- Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings
- Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a high volume and fast paced environment
- Completion of Kravitz Cash Balance Consultant Certification program within 6 months of accepting position
- Undergraduate degree preferred
- Two years of sales experience preferred
Benefits
- Incentive pay based on performance through commissions and bonus
- Full time
- Eligible for our benefits package
Company Overview