Sales Consultant - TPA/DPS

February 4

🌵 Arizona – Remote

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

🌽 Illinois – Remote

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

+3 more states

🌵 Arizona – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🏰 Missouri – Remote 🤠 Texas – Remote

💵 $68.1k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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PARC Street Partners

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PARC Street Partners is a financial services and investment management firm that specializes in providing tailored investment solutions to individuals and institutions. The firm focuses on delivering strategic asset allocation, portfolio management, and financial planning services to help clients achieve their financial goals.

Supplemental Executive Retirement Plans • SERPs • Executive Benefits • Educational Webinars

11 - 50 employees

Founded 2023

💸 Finance

🤝 B2B

📋 Description

• Responsible for driving the growth of our company through new client acquisition including developing new advisor and CPA relationships through marketing, sponsoring or co-sponsoring events, networking, cold-calling, referrals, and the nurturing of existing relationships. • Preparing fee proposals, preparing illustrations, and technical research required for obtaining new plans. • Responsible for implementing effective sales strategies tailored to meet and exceed sales targets. • Tasks Performed: 40% Relationship development and management. • Developing and maintaining strong relationships with financial advisors, CPAs, recordkeepers, and other centers of influence. This would include regular meetings and educational seminars. • 25% Producing fee proposals, illustrations, tracking and reporting of sales activity. • 20% Work with Conversion Team to transition new retirement plans after the sale, including initial plan design call. • 10% Assisting with the development and implementation of marketing plans. • 5% Other duties as assigned.

🎯 Requirements

• Bachelor’s Degree and a minimum of five (5) years related experience or equivalent combination of education/experience. • ASPPA designation preferred. • Strong interpersonal skills and communication skills including the ability to effectively communicate the value of our services and tailor to client needs. • Must have superior written and presentation skills and ability to deliver presentations to groups, virtual and in-person. • Ability to effectively manage time and independently achieve sales goals. • Knowledge and deep understanding of our industry and the regulatory environment. • Ability to read and interpret plan documents. • Demonstrated ability to learn complex subject matter. • Must have knowledge of advanced Microsoft Office applications. • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. • Ability to prepare routine reports, correspondence, excel spreadsheets, and reconcile numbers.

🏖️ Benefits

• Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. • Parental Leave : Six weeks of paid leave at 100% of your salary. • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. • Dental and Vision Coverage : Ensuring your overall health and well-being. • Flexible Spending Accounts : For healthcare and dependent care expenses. • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. • Voluntary Benefits : Including hospital, accident, and critical illness coverage. • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. • Adoption Assistance : Supporting your growing family. • Tuition Reimbursement : Invest in your education and career growth. • Employee Assistance Program (EAP) : Access to support and resources. • Financial and Banking Services : Various benefits and financial planning assistance .