Retirement Plan Internal Sales Supprt

3 days ago

Remote, Oregon, United States Finway Group Full time $60,000 - $72,000 per year

The Title: Retirement Plan Internal Sales Support

The Description: The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. Currently, an industry leader in full-service 3(16) plan administration and a national Pooled Plan Provider, Finway Group seeks internal sales support with a strong emphasis on 3(16), TPA, defined contribution plans, and PEPs to be a part of our close family atmosphere.

The Why:

· 100% of monthly premiums covered for single employee health, dental, life, short-term disability, and $1,200 HSA contribution per year

· 3% company contribution to 401(k)

· 15 days PTO with increasing amount with tenure, 2 floating holidays, and 6 paid holidays

· Advancement potential due to rapidly growing business

We take great pride in our family-valued culture. We value hard work, determination, and ensuring that we are the first and best at what we do. If you are ready to invest time today for your future tomorrow, then, The Finway Group is waiting for you

The Responsibilities:

· Maintain strong customer relationships by addressing needs, exchanging information, and coordinating internal resources.

· Assist Sales Consultants with pricing and preparing proposals, bids, and specifications; may also participate in client meetings.

· Gather product brochures and finish samples for Sales Consultants or clients.

· Act as a backup for Sales Consultants in their absence, providing information to clients and internal teams.

The Qualifications:

· Expert-level knowledge of the retirement plan industry

· Understanding of retirement plan design, retirement products, and investments

· three or more years in retirement plan sales

· Experience in an open-architecture a plus

· Experience working with fee-based RIAs and expert retirement plan advisors a plus

· Excellent written/oral communication, organization, and customer service skills are required.

· High level of commitment to accuracy and detail, strong analytical skills.

· Ability to maintain professional working relationships with internal and external clients.

· Proven ability to adapt to a fast-paced, changing environment.

· Ability to prioritize and independently manage multiple concurrent tasks while meeting deadlines.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Type: Full-time

Pay: $55, $60,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Health savings account
  • Paid time off

Application Question(s):

  • How many years of experience do you have working in the retirement plan industry?
  • Do you have retirement sales experience?
  • Is 55-60k within your comp range?

*Note, commission structure is offered outside of base salary.

Work Location: Remote

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