Sales Consultant, Retirement Services

• Are you a strategic thinker who can translate retirement plan design, pricing, and product details into clear guidance for sales teams and prospective clients?
• Does the idea of partnering with Sales, Alliance Partners, and Financial Advisors to structure competitive solutions and navigate complex opportunities excite you?
• Are you looking for an inclusive environment with a culture of collaboration and belonging?

• Sales Force Consultation & Support Serve as a primary advisor to the Retirement Services Sales Force on fee discount requests, product capabilities, exceptions, plan design, platform limitations, and regulatory requirements (ERISA/IRS/DOL).
• Pricing Strategy & Deal Structuring Lead pricing analysis, including deal structuring based on factors such as current participant counts, assets, payroll alignment, etc.
• Plan Analysis & Solution Design Conduct technical evaluations of prospective client plans, identify plan document “knock-outs,” and align client needs with internal product offerings.
• Sales Enablement & Education Deliver ongoing education and updates to the sales force on product capabilities, sales processes, regulatory changes, and new offerings.
• Reporting & Proposal Development Produce SLICE reports and Plan Economic Reports to support prospect evaluation, proposal development, and financial positioning.
• Sales Process Execution Manage required sales documentation, and support deal navigation.
• Sales Process Execution & Prospect Engagement Manage required sales documentation, support deal navigation, and possibly participate in prospect calls and finalist presentations.
• Multi-Unit Opportunity Support & Pricing Strategy Partner with Sales and leadership to navigate complex multi-unit opportunities, aligning pricing structures and product capabilities to deliver competitive, scalable solutions.
• Cross-Functional Project Leadership & Process Enhancement Act as a project manager beyond core responsibilities to drive process improvements, partnering with sales, product, and leadership to enhance efficiency, increase competitive insights, and deliver scalable solutions and content across internal teams.

• 5+ years of directly related experience
• Ability to change direction of presentation and read audience.
• A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:
  • Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:

• Retirement Service and/or Retirement Plan design experience 
• CEBS or ASPPA a plus
• Seasoned Communication / Presentation Skills
• Influence/Ability to discuss our processes and product design with our sales force and prospective clients and debate any obstacle
• Ability to review and interpret plan documents and discuss ERISA/IRS/DOL requirements