Retirement Sales Representative

New Today

Overview: We are seeking a motivated and experienced Retirement Sales Representative to drive new business development and client growth. This hybrid role offers flexibility, a competitive base salary, and an uncapped commission structure. The ideal candidate will have strong knowledge of retirement plan services and a proven track record in B2B sales, particularly within the retirement or financial services industry. Key Responsibilities: Develop and manage a pipeline of prospective clients throughout Indiana Promote and sell TPA services to financial advisors, plan sponsors, and other stakeholders Build and maintain strong relationships with industry partners and referral sources Conduct presentations and meetings (virtual and in-person) to educate clients on service offerings Collaborate with internal teams to ensure seamless onboarding and ongoing client satisfaction Stay current on industry trends, regulatory changes, and competitor offerings Qualifications: 3+ years of sales experience in the retirement, financial services, or benefits industry Familiarity with 401(k), 403(b), and other qualified retirement plans Strong understanding of TPA services and their value proposition Excellent communication, presentation, and relationship-building skills Self-motivated, organized, and goal-oriented Ability to travel within Indiana for client meetings and events (as needed) Compensation & Benefits: Base salary up to $100,000 Uncapped, performance-based commission structure Hybrid work environment Health, dental, vision, and retirement benefits Professional development opportunities
Location:
Indianapolis
Job Type:
FullTime

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