Regional Plan Consultant - Multiple Opportunities

Description: Rapidly growing, entrepreneurial-oriented administration only TPA seeks motivated, dynamic and experienced 401(k) plan associate to support a growing sales force in continuing to expand its client base. This position presents a unique opportunity to work in a small team-oriented environment along with a competitive compensation and benefits package. The ideal candidate will be able to balance being a go-to plan design consulting resource for their partners with the ability to build a regional territory. 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 Qualifications: • Undergraduate degree preferred • Two years of sales experience preferred • 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 This position offers a competitive compensation structure, including a base salary of $80k per year, in addition to incentive pay based on performance through commissions and bonus. This position is full time, and eligible for our benefits package. Apply tot his job