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Retirement Sales Consultant

4 weeks ago


Chicago, Illinois, United States Strongpoint Partners Full time
About Us

Strongpoint Partners is a leading provider of third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses. Our integrated software platform for retirement planning and payroll enables us to deliver innovative solutions to our clients.

Job Summary

We are seeking a highly motivated and ambitious Retirement Sales Consultant to join our team in the Chicago area. As a key member of our sales team, you will be responsible for delivering against our growth initiatives across the S.E. United States, working closely with our leadership team and sales and marketing colleagues across the Strongpoint Partners family of brands.

Key Responsibilities
  • Identify and target Retirement Plan Design, Consulting, and Compliance clients
  • Build and maintain strong relationships with key partners, including Advisors, RK wholesalers, RIAs & CPAs, to develop leads and opportunities
  • Effectively communicate the unique value proposition of HSR and Strongpoint Partners to prospective partners and clients, highlighting our unique competitive advantages and product differentiation
  • Conduct solutioning sessions with client opportunities and partners
  • Collaborate with internal teams, such as customer support and product development, to address client inquiries, resolve issues, and ensure client satisfaction
  • Develop and implement sales strategies to achieve individual and team sales targets
  • Stay up to date with industry trends and competitor offerings to maintain a competitive edge in the market
  • Track and report on sales activities and performance metrics on a regular basis
Requirements
  • Proven track record of sales success
  • Knowledge of the retirement plan industry
  • Strong interpersonal and communication skills, both written and verbal
  • Excellent presentation and negotiation skills
  • Ability to build and maintain relationships with clients
  • Self-motivated and results-oriented with a strong work ethic
  • Proficient in using CRM software and other sales productivity tools and/or a willingness to learn
  • Ability to work effectively in a team environment and collaborate across departments
  • Bachelor's degree in business, marketing, or a related field is a plus
  • A passion for technology and the ability to quickly learn and adapt to new software platforms
Our Value-Driven Employee Experience
  • Flexible Workplace
  • Competitive PTO
  • Inclusive Environment
  • Development Opportunities
  • Comprehensive Benefits
  • Workplace Perks