Retirement Plan Sales Consultant

Our Team Members

At Leading Retirement Solutions (LRS) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!

Department-wide Responsibilities

Responsibilities In Your Role

•Support a team responsible for servicing company sponsored retirementplans.•Contribute to the development and tracking of pipeline opportunities, as well as the marketing plan associated with new businessopportunities.

• Collaborate with the marketing department to deploy a prospecting strategy via email, phone and online resources.

• Contribute to the establishment of the annual strategic sales plan, aligning resources across the organization to achieve top-line revenue andprofit objectives.

• Act as a lead industry influencer with prospects, partners, internal team members and other centers of influence.

• Research accounts and generate or follow up on sales leads.

• Proactively schedule and conduct regular introduction salescalls with potential clients.

• Convert prospects to active clients by working with client services team as they prepare& obtainagreement & intake kits, fee disclosures and other notices, coordinate with 3rdparty vendors, and install clients in our systems.

• Communicate expectations and optionstoguide potential clients through plan terminations, mergers, and acquisitionsif applicable during the sales process.

• Understand retirement plan qualification requirements, retirement plan documents, discussplan provisions and the impact to potential client and participants.

• Point of contact to handle inquiries from finance team in relation to contracts and client pricing

• Prepare projected and actual plan costsfor sales leads.

• Prepare weekly sales metrics, quarterly salesreports and projected annual revenue, report these figures to management group.

• Partner with the management team to create and implement a strategy for accelerated growth to meet 3 year business plan targets

This job will be a good fit for you if you have/are

• Seeking an opportunity to grow in the retirement plan industry

• Superb communication skills and a commitment to superior customer service

• Excellent attention to detail and accuracy, proficient with numbers and basic calculations

• A demonstrated track-record of consistently meeting and/or exceeding performance expectations

• Ability to work independently and as part of a team in a fast-paced environment

• Demonstrated ability to build relationships and leverage a firm’s existing strengths

• Willingness to continually upgrade knowledge and understanding of our industry

• Self-motivated with excellent organizational skills

• Solutions-oriented

• Ability to drive change within the organization

• Proven success in a rapid changing and fast-paced work environment

Qualifications

• Bachelor’s degree or minimum of 5 years related experience is preferred.

• Experience in retirement plan, investment or banking industries is preferred.
• Superb communication skills and a commitment to superior customer service.
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
• Solutions oriented and ability to handle changing and competing responsibilities.
• Strong command of technology including Quickbooks, and ability to learn new software solutions easily and quickly.
• Proficiency is required with Excel, Word, Outlook, Adobe Acrobat
• Works well with a team, including other team members who work remotely/virtually.
• Creative participation and forward-looking contribution to team activities and company progress.
• A demonstrated record of accomplishment of consistently meeting and/or exceeding performance expectations.
• Possesses a preference for proactivity, avoids workplace distractions, and drives performance targets to completion.