Sales Support Specialist - Internal Wholesaler

Job Description

Retirement Plan Advisors (RPA) is a registered investment adviser (RIA) headquartered in downtown Chicago. We are a growing, fast-paced firm with a casual, drama-free work environment. We work hard, take great pride in providing the highest quality and value to our clients, treat each other with respect, and enjoy a comfortable work-life balance. We offer a hybrid work schedule.

RPA provides investment consulting and advisory services to employer-sponsored retirement plans and participants. We also having a growing wealth management practice. With more than $7 billion in assets under advisement, we serve 550+ plan sponsors and 88,000+ participants.

You are an experienced defined contribution plan professional able to help identify new business opportunities as well as support external staff to accelerate our existing book of business’ growth.

The successful candidate will be proactive with all aspects of new business development, providing support to both the Sales and Relationship Management teams. Daily activities will include frequent phone calls and emails, value proposition positioning, and coordination with internal and partner advisors.

RPA’s commitment to diversity: As a firm that strives to build a world where people unite and take action to create lasting change, RPA values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.

Job Summary:

This critical role reports directly to the firm President, supporting the five individuals who comprise our Sales and Plan Relationship Management teams. Your focus will be supporting the generation of new sales. You will play a fundamental role in achieving our ambitious revenue growth objectives. Daily responsibilities include researching prospects, industry conferences/organizations, and competitors to help generate new sales as well as maintain internal reporting on all sales activity via Salesforce.

Qualifications & Experience:

• Direct experience in a business development role supporting external sales
• Minimum 1 year defined contribution plan experience required, 2-3 preferred; government/public sector defined contribution plan experience a plus
• Understanding of the different defined contribution codes – 401(k), 403(b), 457(b), 401(a)
• FINRA Series 7 and 66 or a Series 65 preferred
• Self-starter who can operate well in a collaborative team environment
• Commitment to fostering a supportive business development environment in person, over the phone, and via email
• Ability to communicate effectively with all audiences – prospects, clients, advisors, internal associates, and senior management – across all mediums in a professional and courteous manner
• Strong project management skills, including a willingness to prioritize tasks, adapt to changing needs, and tackle new challenges daily
• Ability to identify potential issues and propose solutions
• Knowledge of Salesforce or similar Client Relationship Management (CRM) software, comfortable with other sales technology and the Microsoft Office suite
• College degree preferred but not required
  
  

Salary commensurate with education and experience. Estimated range $60,000-$75,000, commensurate with experience.

To be considered, please submit your resume and cover letter.

About Retirement Plan Advisors:

Retirement Plan Advisors is an investment advisory firm specializing in providing retirement plan design, support, education, and investment advice to public sector employers and their employees. With offices in Chicago, IL and Jefferson City, MO and 50+ advisors across the country, RPA services 550+ governmental employers with 88,000+ participants and more than $5.7 billion in assets.

Company Description

Retirement Plan Advisors is an investment advisory firm specializing in providing retirement plan design, support, education, and investment advice to public sector employers and their employees. With offices in Chicago, IL and Jefferson City, MO and 50+ advisors across the country, RPA services 550+ governmental employers with 88,000+ participants and more than $5.7 billion in assets.

Retirement Plan Advisors is an investment advisory firm specializing in providing retirement plan design, support, education, and investment advice to public sector employers and their employees. With offices in Chicago, IL and Jefferson City, MO and 50+ advisors across the country, RPA services 550+ governmental employers with 88,000+ participants and more than $5.7 billion in assets.