[Remote] TPA Sales Consultant, (HSR)

Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is hiring a TPA Sales Consultant to develop new business and strengthen distribution relationships for its retirement plan services. Representing Howard Simon, Inc., the consultant will promote third-party administration and actuarial consulting solutions across an assigned territory.

Responsibilities

• Business Development: Identify, cultivate, and close new opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs and other retirement plan intermediaries
• Distribution Expansion: Deepen and broaden SPP’s distribution network across the designated territory assigned
• Relationship Management: Build deep and productive long term partnerships with advisors, recordkeepers, and centers of influence (CPAs, ERISA attorneys, consultants)
• Sales Strategy: Execute targeted sales strategies and local events to increase market awareness of SPP’s TPA services and retirement plan consulting capabilities
• Consultative Selling: Position SPP as a trusted partner by providing insights on plan design, compliance, and administrative efficiency
• Market Intelligence: Monitor industry trends, competitor activity, and regulatory developments affecting retirement plans and third-party administration
• Internal Collaboration: Partner with local actuarial consulting and operations teams to deliver tailored solutions for clients and advisors while also engaging continually with the SPP platform team
• Pipeline Management: Maintain an active sales pipeline and provide regular reporting on opportunities, forecasts, and business development activity through our HubSpot sales CRM system

Skills

• Experience in field retirement plan sales, financial services distribution or institutional sales
• Familiarity with third-party administration (TPA), defined contribution plans, and defined benefit / cash balance plans
• Strong presentation, networking, and relationship building skills
• Ability to explain complex retirement plan concepts in a clear and consultative manner
• Self-motivated with strong organizational and pipeline management skills
• Strong relationship-building and communication skills
• Ability to quickly establish credibility with financial advisors
• Highly organized with strong follow-up discipline
• Curiosity and willingness to learn retirement plan structures and regulations
• Collaborative mindset with the ability to work across sales, marketing, and operations teams
• Results-driven with a proactive approach to business development
• Background in internal or external financial services sales strongly preferred
• Established relationships with financial advisors, recordkeepers, and retirement plan consultants preferred

Benefits

• Fully remote position
• Competitive paid time off, including flexible & unlimited options
• Support for ongoing learning and career development
• Health, dental, vision, life, and disability coverage
• Incentive bonus programs
• Flexible hours
• A culture that values diversity, collaboration, and respect

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