The Retirement Advantage, Inc. (TRA) · 1 day ago
Regional Plan Consultant - Multiple Opportunities
United States
Full-time
Remote
Entry, Mid Level
$80K/yr - $80K/yr
2+ years expThe Retirement Advantage, Inc. (TRA) is a rapidly growing, entrepreneurial-oriented administration only TPA seeking a motivated and experienced 401(k) plan associate. This role involves supporting a growing sales force, managing a territory, developing new prospects, and providing educational services to advisors.
CRMFinancial ServicesInformation Technology
Responsibilities
Develop and manage an assigned territory
Work to achieve annual sales goals
Develop new prospects and referral sources to increase retirement plan sales
Provide support to advisors and wholesalers within a defined territory
Analyze plan providers, coordinate RFP responses and prepare prospect proposals
Organize and coordinate educational services for advisors
Communicate plan design concepts to advisors and plan sponsors
Accurately forecast future closed sales
Attend semi-annual live Team meetings
Travel required
Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation at all times in the communities we touch
Other responsibilities as assigned
Qualification
Required
Completion of ASPPA RPF1 & RPF2 examinations within one year of hire
Proficient in the Microsoft suite of products
General understanding of mutual funds assets classes and expense ratios
Working knowledge of qualified plans - in particular 401(k) plans
Professional presentation and communication skills
Detailed oriented
Ability to work well independently and be driven to succeed with a strong sense of initiative and ownership
Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings
Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a high volume and fast paced environment
Completion of Kravitz Cash Balance Consultant Certification program within 6 months of accepting position
Preferred
Undergraduate degree preferred
Two years of sales experience preferred
Benefits
Incentive pay based on performance through commissions and bonus
Eligible for our benefits package
Company
The Retirement Advantage, Inc. (TRA)
The Retirement Advantage, Inc. (TRA) is a retirement plan solutions provider in Wisconsin.
201-500 employees
Funding
Current Stage
Growth StageRecent News
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