Sales Consultant

Job Summary

A company is looking for a Sales Consultant.

Key Responsibilities

• Build and maintain strong relationships with financial advisors, wholesalers, and key stakeholders
• Act as a technical resource to educate partners on retirement plan design and compliance
• Identify and pursue new business opportunities to drive growth within the assigned territory

Required Qualifications

• Minimum 3-5 years in retirement plan sales, TPA services, or related financial services
• Strong understanding of plan design, compliance testing, and regulatory requirements
• Established network of financial advisors and wholesalers within the territory
• Comfortable navigating consultative sales cycles and positioning value beyond price
• Highly motivated, organized, and capable of working independently