Job Description
The Internal Plan Consultant will partner with their assigned Regional Plan Consultants (RPC) to drive new business opportunities and manage financial intermediary relationships within a geographic territory. The individual will be responsible for delivering a high level of service in a timely fashion and for proactively meeting territory advisor development needs.
- Principal Responsibilities:
- Develop and execute strategic business plan with assigned RPCs to achieve territory sales goals to grow market share
- Prepare and follow-up on request for illustrations and proposals, coordinate pre-and post-sales deliverables, and manage the frequency & consistency of territory support
- Maintain CRM and proposal systems for assigned territory and provide ISC back up assistance when needed
- Assist with advisor development activities in the assigned territories
- Actively engage with financial intermediaries to uncover needs, provide solutions, advance the sale, and define next steps in relation to promoting and uncovering new retirement plan sales opportunities
- Raise awareness of TRA’s products and services by delivering key messages through targeted prospecting and campaign activities
- Build, grow and sustain financial intermediary relationships by maintaining a thorough understanding of TRA’s value add offerings
- Develop a thorough understanding of the sales process and utilize it to advance sales opportunities
- Assess the needs of prospects by asking targeted, impactful questions to position the most appropriate product and/or service that best meets their needs
- Actively engage in plan consulting, plan design, restoration and retention opportunities
- Actively engage in TRA education and development programs
- Maintain current knowledge of industry and legislative updates
- Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation in the communities we serve
- Other responsibilities as assigned
- Qualifications:
- Undergraduate degree or equivalent experience
- Strong pension and investment knowledge
- Must obtain ASPPA RPF1 & RPF2 examinations within one year of hire
- Must obtain Kravitz Cash Balance Coach Program certification within six months of hire
- High energy, motivated individual, committed to excellence
- Understanding of and passion for the sales process with a positive mindset
- Demonstrated professional presence, poise and presentation skills
- Excellent verbal and written communications skills.
- Excellent organizational and follow up skills. Ability to handle multiple responsibilities simultaneously.
- Good working knowledge of PC and MS software. Understanding of CRM systems.
- Minimal travel (5% of time)
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