Wisconsin Licensed TPA Sales Consultant
Job Summary
To support the growth of retirement plan services, the fully remote Wisconsin Licensed 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, RIAs, broker-dealers, and CPAs
- Deepen and broaden the distribution network across the designated territory
- Build long-term partnerships with advisors and centers of influence while executing targeted sales strategies
Required Qualifications
- Experience in retirement plan sales or financial services distribution
- Familiarity with third-party administration (TPA) 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 abilities
Complete Job Description
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