Job Application - Leading Retirement Solutions

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Retirement Plan Account Executive

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Salary is commensurate with experience. Salary ranges from $70,000 to $80,000 + commission.

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our team of experts!


We design, implement and manage popular company retirement plans, including 401(k)s, 403(b)s, and Defined Benefit Plans. We also do plenty of exciting things in and for the retirement industry, including ROBS, non-traditional assets like private stock, real estate, digital assets and even retirement plans for Cannabis companies.


Department Responsibilities

Join our growing business development team and take on an internal sales role focused on developing and closing 401(k) deals and other company sponsored retirement plan opportunities. Our Account Executive will represent LRS in a sales and business development capacity nurturing prospects, building relationships with referral partners and conducting sales meetings in a virtual environment.


Role Responsibilities

·         Identify, develop and manage key client and referral partner relationships.

·          Follow up on opportunities and referrals that lead to new corporate retirement plan clients.

·          Seek out and network with company owners, executives, as well as investment advisors, CPAs, attorneys and other referral partners.

·          Work effectively with the support team to develop Request for Proposals (RFPs) and sales presentations.

·         Prepare projected and actual plan services and costs for sales leads, including benchmarking.

·         Collaborate with the marketing department to deploy a prospecting strategy via email, phone and online resources.

·         Contribute to the development and tracking of sales opportunities, as well as the marketing plan associated with new business opportunities.

·         Contribute to the establishment of the annual strategic sales plan to achieve top-line revenue and profit objectives.

·         Research accounts and generate or follow up on sales leads.

·         Proactively schedule and conduct regular introduction sales calls with potential clients.

·         Convert prospects to active clients by working with client services team, coordinate with partners and 3rd party vendors for a smooth hand off to implementation.

·         Understand retirement plan qualification requirements, retirement plan documents, discuss plan provisions and the impact to potential client and participants.

·         Be the point of contact to handle inquiries from the finance team in relation to contracts and client pricing.

·         Prepare weekly sales metrics, quarterly sales reports and projected annual revenue and report these figures to the management group.

·         Partner with the management team to create and implement a strategy for accelerated growth in order to meet 3-year business plan targets.

·         Be a leading industry influencer with prospects, partners, internal team members and other centers of influence.


This job will be a good fit for you if you:

·         Are looking for a fully remote position.

·         A position that allows you to guide the future of your role and responsibilities, as well as the future of our growing business development team.

·         Seeking a position with the opportunity for professional development, including industry certification/credentialing.

·         Need a sales position that requires no travel.

·         Looking for a position with generous base pay plus   uncapped potential commission earnings, as well as full benefits.

·         Want to join a community of retirement professionals looking to make a difference.


·         Understanding of retirement plans, basics of plan management, retirement plan benchmarking process and reporting

·         Strong written and verbal communication skills including presentation experience virtually and in

·         The ability to work independently and collaboratively in a team-based environment.

·         Professional attitude and demeanor, and a strong commitment to confidentiality.

·         Inside sales experience and being comfortable with cold calling and prospecting activities.

·         Ability to build and leverage professional relationships.

·         Superb communication skills and a commitment to superior customer service.

·         Excellent attention to detail and accuracy, proficient with numbers and basic calculations.

·         Ability to work independently and as part of a team in a fast-paced environment.

·         Ability to drive change within the organization.

·         Demonstrated ability to build relationships and leverage a firm’s existing strengths.

·         Willingness to continually upgrade knowledge and understanding of our industry.

·         A demonstrated track-record of consistently meeting and/or exceeding performance expectations.


Qualification Preferences

·         Bachelor’s Degree

·         Minimum of 2 years retirement plan industry experience.

·         Minimum of 2 years sales or business development experience

·         Proficiency with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, sales contact software systems.

We Offer Great Benefits!

  • Choice between 4 medical plans
  • Dental, Vision and Accident Insurance 
  • 3+ Weeks of Paid Time off (PTO) Starting
  • Paid Holidays
  • Employer sponsored 401(k) Plan + Employer matching contributions
  • Performance bonuses
  • Financial support for ongoing education and credentialing
  •  Great, casual working environment with casual dress. 
  • 100% Employer Paid Work from Home Setup
  • Flexible Scheduling