MAP Retirement
51 - 200 employees
Founded 1997
💸 Finance
🤝 B2B
📋 Compliance
Finance • B2B • Compliance
MAP Retirement is a retirement plan administration and fiduciary services firm that partners with business owners and financial advisors to design, administer, and ensure compliance for employer-sponsored retirement plans (such as 401(k) Safe Harbor plans). They provide plan administration, compliance reviews, fiduciary support (including acting as a 3(16) fiduciary), and tiered service options from guidance to full-service plan management, plus payroll/HR support and coordination with recordkeepers and investment partners. Their services focus on minimizing risk, reducing administrative burden, and improving plan outcomes for employers and employees.
Regional Vice President of Sales
Job not on LinkedIn
🕒 March 10
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MAP Retirement
51 - 200 employees
Founded 1997
💸 Finance
🤝 B2B
📋 Compliance
Finance • B2B • Compliance
MAP Retirement is a retirement plan administration and fiduciary services firm that partners with business owners and financial advisors to design, administer, and ensure compliance for employer-sponsored retirement plans (such as 401(k) Safe Harbor plans). They provide plan administration, compliance reviews, fiduciary support (including acting as a 3(16) fiduciary), and tiered service options from guidance to full-service plan management, plus payroll/HR support and coordination with recordkeepers and investment partners. Their services focus on minimizing risk, reducing administrative burden, and improving plan outcomes for employers and employees.
📋 Description
• Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market either virtually or in-person • Generate leads through various channels, including networking, cold calling, and digital marketing • Develop and deliver compelling sales presentations that highlight the features and benefits of our MAP administration services • Prepare customized proposals outlining the scope of TPA services, pricing structures and terms • Cultivate strong, long-term relationships with advisors and recordkeeping partners with MAP Retirement • Maintain accurate and up-to-date records of sales activities and client interactions in the MAP CRM system • Analyze sales data to identify trends, opportunities, and areas of improvement
🎯 Requirements
• Proven experience in B2B sales, preferably in the retirement plan industry • Strong knowledge of retirement plan administration services and solutions • Retirement plan design experience preferred • Excellent communication, presentation, and negotiation skills • Ability to work independently and as part of a collaborative team • Results driven with a track record of meeting and exceeding sales targets • Bachelor’s degree in business, Marketing, or a related field preferred
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