Internal Wholesaler, Retirement Administration

November 25

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

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Strongpoint Partners

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B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

📋 Description

• Partner with the external wholesaler(s) to generate new business and support ongoing advisor relationships. • Proactively identify and cultivate new advisor and referral-source relationships through outreach, marketing campaigns, and partnership activities. • Respond to advisor inquiries regarding plan design, services, fees, and the overall TPA value proposition. • Prepare and deliver proposals, illustrations, and support materials for new plan opportunities and takeover plans. • Track and follow up on all leads, ensuring timely communication and movement through the sales pipeline. • Coordinate with internal teams – including plan administration, onboarding, and technical specialists – to ensure smooth and accurate handoff of new business. • Maintain CRM records, update activity notes, and monitor pipeline metrics. • Assist with webinars, industry events, and marketing initiatives to promote the firm’s services. • Stay current on retirement plan trends, compliance topics, and competitive positioning within the marketplace. • Other duties as assigned.

🎯 Requirements

• Experience in the retirement plan, financial services, or TPA space and/or internal or external sales experience preferred. • Strong communication and relationship-building skills with comfort making proactive outbound calls. • Working knowledge of 401(k), 403(b), and related plan types; understanding of plan design concepts is a plus. • Ability to manage competing priorities in a fast-paced, small-team environment. • Proficiency with CRM systems and Microsoft Office (Excel, Outlook, PowerPoint). • Self-motivated, organized, and comfortable owning tasks from start to finish. • Professional, positive, and advisor-focused communication style. • Comfortable collaborating across teams while working with a high level of independence. • Curious, coachable, and eager to deepen retirement plan expertise. • Thrives in a small firm where flexibility and initiative are key.

🏖️ Benefits

• Flexible Workplace – Hybrid and remote options available for many roles. • Unlimited PTO – Competitive paid time off, including flexible & unlimited options. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Growth Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, vision, life, and disability coverage. • Workplace Perks – Incentive bonus programs, flexible hours, & more.