[Remote] Regional Plan Consultant (Sales)

Note: The job is a remote job and is open to candidates in USA. The Retirement Advantage, Inc. (TRA) is a leading TPA firm expanding its reach by adding multiple Regional Plan Consultants. The role involves managing a territory, achieving sales goals, and providing support to advisors while maintaining TRA's reputation in the community.

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

Skills

• Applicants must currently live in one of the states listed: Pacific NW: Washington, Oregon, Idaho, Wyoming, Montana; Mid South: North Carolina, South Carolina, Tennessee; California
• 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
• Undergraduate degree preferred
• Two years of sales experience preferred

Benefits

• Incentive pay based on performance through commissions and bonus
• Full time
• Eligible for our benefits package

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