TPA Sales Consultant

Job not on LinkedIn

🔥 0 minutes ago

🌾 Iowa, Minnesota, +1 more states – Remote

🌾 Iowa – Remote ❄️ Minnesota – Remote 🧀 Wisconsin – Remote

💵 $90k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

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.

📋 Description

• Identify, cultivate, and close new business opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other retirement plan intermediaries • Expand Strongpoint Partners’ distribution network across the assigned territory • Build long-term partnerships with advisors, recordkeepers, and centers of influence • Execute targeted sales strategies and local events to increase market awareness of TPA services and retirement plan consulting capabilities • Provide consultative insights on plan design, compliance, and administrative efficiency • Monitor industry trends, competitor activity, and regulatory developments • Collaborate with actuarial consulting, operations, and platform teams to deliver tailored solutions • Maintain an active sales pipeline and report on opportunities, forecasts, and business development activity through HubSpot CRM

🎯 Requirements

• Experience in field retirement plan sales, financial services distribution, or institutional sales • Background in internal or external financial services sales strongly preferred • Familiarity with third-party administration (TPA), defined contribution plans, and defined benefit/cash balance plans • Established relationships with financial advisors, recordkeepers, and retirement plan consultants preferred • Strong presentation, networking, and relationship-building skills • Ability to explain complex retirement plan concepts clearly and consultatively • Strong organizational and pipeline management skills • Self-motivated and results-driven • Located in Wisconsin, Minnesota, or Iowa

🏖️ Benefits

• Flexible PTO, including flexible and unlimited options • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours • Support for ongoing learning and career development • Flexible workplace options (remote and hybrid options available for many roles)