Wednesday, January 27, 2010

Retirement Plan Sales Consultant - Indianapolis

Retirement Plan Sales Consultant
Boutique Wealth Management Firm
Indianapolis, Indiana

General Position Summary:
This individual will be responsible for sales and marketing of retirement plan services to a target market of potential customers. The company is seeking an experienced sales executive to drive the growth of the retirement plan business and coordinate new business activities with existing clients, building relationships with decision-makers at target companies.

Position Responsibilities:

Cultivate a targeted list of companies, executing a top-down sales approach targeting Presidents, CFOs, and HR Directors to convert prospects into clients.

Develop relationships with C-Level Executives.

Collaborate with colleagues in Planning, Investment and Administration of plans

Consulting with new clients on plan design and structure, poviding periodic ongoing consulting to clients.


• Minimum five years demonstrated sales and service experience in the retirement plans field, or an equivalent combination of education and/or relevant experience.

• Requires excellent prospecting, presentation and selling skills with the ability to achieve quota.

• Strong communication skills required

• Ideal candidate displays maturity, competitiveness, business savvy and a good work ethic. Self-motivated with the ability to organize, prioritize and handle multiple projects simultaneously

Preferred Qualifications:

• Advanced knowledge of qualified retirement plans, including 401(k) plans, 403(b) plans, Money Purchase plans, Profit Sharing plans, Defined Benefit plans; knowledge of non-qualified deferred compensation plans, as experience with working with Third Party Administrators a plus; investments, Department of Labor regulations, ERISA, IRS codes pertaining to retirement plans, compliance issues, and legislative acts.
• Broader financial service professional experience is highly relevant, including: portfolio specialist/client portfolio management, client service, plan sponsor and/or portfolio management experience.
• NASD Licenses 7 & 63 preferred and industry credentials are a plus (e.g., ASPPA QKA, etc.)
• CFA and/or MBA strongly preferred.

Company Summary:
Established in Indianapolis twenty years ago, this boutique firm offers fee-only comprehensive financial planning and investment management services to its clients. The company does not sell products and, therefore, does not receive commissions. The company works with clients to accomplish their short-term and long-term goals in the areas of retirement planning, investment strategies, stock option analysis, education funding, income tax planning, insurance needs analysis, estate planning, charitable planning, divorce settlement issues, family needs planning, and other financial needs unique to our clients.
Investment Management Services were first offered in 1992 after clients requested additional help managing their investments. Client portfolios are held in custodial accounts with Portfolio Managers purchasing and selling investments in clients’ accounts based upon their personal investment strategy. A quarterly management fee is charged to clients’ accounts. Portfolio Managers establish an asset allocation strategy based on a client’s unique goals and objectives prior to investing the funds.
Unlike other money managers, the company’s financial planners establish client investment goals and objectives prior to the investing of funds. This holistic approach to wealth management translates into an extremely high client retention rate and an ability to quickly adjust clients’ investments to meet changes that may occur in their lives.

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