Regional Sales Consultant

Strongpoint Partners

California, USA
**
Retirement plan sales experience
Third-party administration solutions
Defined contribution and defined benefit plans
** Strongpoint Partners is seeking a Regional Sales Consultant to expand its retirement services in California, focusing on business development and relationship management within the financial advisory space. The ideal candidate will possess a strong background in retirement plan sales and institutional sales, along with excellent communication skills to convey complex concepts to various stakeholders. **

Job Summary

  • The TPA Sales Professional is responsible for developing new business opportunities and deepening distribution relationships that support the growth of AUI/SPPs retirement plan services.
  • This position requires a strong understanding of the retirement plan (DC and DB) landscape and the ability to communicate complex plan design and actuarial concepts in a practical advisor-friendly manner.
  • Strongpoint Partners offers a flexible workplace, unlimited PTO, an inclusive environment, growth opportunities, comprehensive benefits, and workplace perks.

Matching Summary

Match Score: 75

** Strongpoint Partners is seeking a Regional Sales Consultant to expand its retirement services in California, focusing on business development and relationship management within the financial advisory space. The ideal candidate will possess a strong background in retirement plan sales and institutional sales, along with excellent communication skills to convey complex concepts to various stakeholders. **

Skills & Requirements

Must-have

  • Retirement plan sales experience
  • Third-party administration solutions
  • Defined contribution and defined benefit plans
  • Consultative selling approach
  • Pipeline management and reporting

Nice-to-have

  • Strong passion for service and innovation
  • Value-driven employee experience
  • Inclusive and collaborative culture
  • Support for ongoing learning

Key Requirements

  • Experience in retirement plan sales
  • Familiarity with third-party administration
  • Established relationships with financial advisors
  • Ability to explain complex concepts

Work Rights

Not specified

Tailored Resume

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