Regional Plan Consultant

1 month ago

Appleton, United States The Retirement Advantage, Inc. (TRA) Full time
Job DescriptionJob Description

Description:

Rapidly growing, entrepreneurial-oriented administration only TPA seeks motivated, dynamic and experienced 401(k) plan associate to support a growing sales force in continuing to expand its client base. This position presents a unique opportunity to work in a small team-oriented environment along with a competitive compensation and benefits package. The ideal candidate will be able to balance being a go-to plan design consulting resource for their partners with the ability to build a regional territory. This position specifically covers the territory of AK, N. CA, ID, OR, and WA.

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



Qualifications:

  • Undergraduate degree preferred
  • Two years of sales experience preferred
  • 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

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