TPA Sales Consultant
Job Summary
To support the growth of retirement plan services, the full-time remote TPA Sales Consultant will develop new business opportunities and deepen distribution relationships with financial advisors, recordkeepers, and other key industry partners.
Key Responsibilities:
- Identify, cultivate, and close new opportunities with financial advisors and retirement plan intermediaries
- Deepen and broaden the distribution network across the designated territory
- Build long-term partnerships with advisors, recordkeepers, and centers of influence
Required Qualifications:
- Experience in retirement plan sales or financial services distribution
- Familiarity with third-party administration and defined contribution/benefit plans
- Established relationships with financial advisors and retirement plan consultants
- Strong presentation and networking skills
- Self-motivated with effective organizational and pipeline management skills
Complete Job Description
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