Job Description
Regional Plan Consultant
Position Title: Regional Plan Consultant
*TX
Position Overview:
Our client is seeking a Regional Plan Consultant to drive retirement plan sales growth by developing relationships with financial advisors, recordkeepers, CPAs, and other referral partners within a designated territory. This role focuses on expanding the firm’s distribution network and promoting TPA, 3(16), and retirement plan consulting services.
The Regional Plan Consultant will operate as both a territory sales leader and a technical resource, helping advisors and plan sponsors understand retirement plan design strategies while identifying opportunities for new business. The ideal candidate is a motivated sales professional who thrives in an activity-driven environment and enjoys building strong advisor relationships while expanding market presence.
Key Responsibilities:
- Develop and manage a defined regional territory focused on retirement plan sales growth.
- Build and maintain relationships with financial advisors, recordkeepers, CPAs, and other referral partners.
- Promote TPA services, 3(16) fiduciary services, and retirement plan consulting solutions to advisors and employers.
- Expand the firm’s distribution network by identifying new advisor and platform relationships.
- Conduct regular meetings with financial advisors and centers of influence to generate new opportunities.
- Provide plan design guidance and retirement plan consulting support during sales discussions.
- Prepare proposals and coordinate responses to retirement plan RFP opportunities.
- Organize and deliver educational presentations and training sessions for advisors and referral partners.
- Track and manage sales activity, pipeline opportunities, and territory performance metrics.
- Forecast expected sales outcomes and report on business development progress.
- Travel within the territory to support advisor relationships and business development initiatives.
- Represent the organization professionally in industry events and advisor meetings.
Qualifications & Experience:
- Bachelor’s degree or equivalent professional experience preferred.
- Experience selling retirement plan services, including TPA or 3(16) fiduciary services, through advisor distribution networks.
- Experience working with financial advisors, broker-dealers, platform providers, or other centers of influence.
- Knowledge of defined contribution retirement plans, particularly 401(k) plans.
- Understanding of ERISA regulations and defined contribution compliance considerations.
- Strong presentation, relationship-building, and communication skills.
- Ability to work independently while managing a territory and sales pipeline.
- Motivated, activity-driven sales professional with strong follow-up and prospecting skills.
- Ability to travel up to approximately 50 percent within the territory.
- Proficiency with Microsoft Office applications.
- Completion of ASPPA RPF1 and RPF2 examinations within one year of hire.
- Completion of the Kravitz Cash Balance Consultant Certification program within six months of hire.
Benefits:
- Competitive compensation including base salary, activity-based bonuses, and commission opportunities.
- First-year compensation guarantee possible for high-performing candidates.
- Comprehensive benefits package.
- Opportunity to work with a growing retirement plan administration firm focused on advisor partnerships.
- Access to internal resources and technology to support sales and plan consulting efforts.
- Collaborative team environment with strong leadership support and professional development opportunities.
Location
TX