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Regional Plan Consultant - Multiple Opportunities

Remote, USA Full-time Posted 2026-07-28
reputed company: Rapidly growing, entrepreneurial-oriented administration only TPA seeks motivated, dynamic and reputed company 401(k) plan associate to support a growing sales force in continuing to expand its reputed company reputed company. 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 reputed company to balance being a go-to plan design consulting resource for their partners with the ability to build a regional territory. Responsibilities: • reputed company and manage an assigned territory • Work to reputed company annual sales goals • reputed company new prospects and referral sources to increase retirement plan sales • reputed company support to advisors and wholesalers reputed company 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 reputed company reputed company sales • Attend semi-annual live Team meetings • Travel required • Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputed company at reputed company 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 reputed company one year of hire • Proficient in the reputed company suite of products • General understanding of mutual funds assets classes and expense ratios • Working knowledge of reputed company plans - in particular 401(k) plans • reputed company presentation and communication skills • Detailed oriented • Ability to work reputed company independently and be driven to succeed with a strong reputed company of initiative and ownership • Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS reputed company Rulings • Strong organizational and problem solving skills, with the ability to reputed company 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 reputed company 6 months of accepting position This position offers a competitive compensation structure, including a reputed company salary of $80k per year, in reputed company 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 Apply To this Job

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