TPA销售顾问，(HSR)
TPA Sales Consultant, (HSR)
我们是谁：
Strongpoint Partners 是一个技术驱动的退休服务平 台，为中小型企业提供整合的退休第三方管理、记录保管、薪资和人力资源解决方案。被列为 Inc. 5000 美国增长最快的私营公司之一，并被评为值得工作的优秀企业。Strongpoint 提供一系列服务，优先考虑准确性、合规性以及降低监管风险，由了解其所服务市场细微差别的本地客户成功团队提供支持。Strongpoint Partners 将对服务和创新的执着热情与实现人人退休成功的经验和专业知识相结合。如需更多信息，请访问：www.strongpointpartners.com。
职位概述：
TPA 销售顾问负责开发新业务机会并深化分销关系，以支持 Strongpoint Partners 退休计划服务的增长。该职位专注于与顾问、记录保管机构和其他关键行业合作伙伴互动，以推广我们在指定地区提供的第三方管理解决方案和精算咨询服务。该职位将向 Strongpoint 国家销售团队汇报，并代表 Howard Simon, Inc.，一家 Strongpoint 合作伙伴公司。
该职位需要对退休计划（DC 和 DB）环境有深入了解，并能够以适合顾问和计划发起人的实用方式传达复杂的计划设计、财务说明和精算概念。
请注意：这是一个完全远程的职位；但我们希望候选人位于威斯康星州、明尼苏达州或爱荷华州。
主要职责：
- 业务开发：与财务顾问、独立顾问（RIA）、经纪交易商、记录保管机构、注册会计师及其他退休计划中介识别、培养并完成新机会。
- 分销扩展：在指定地区内加深并扩大 SPP 的分销网络。
- 关系管理：与顾问、记录保管机构及影响力中心（注册会计师、ERISA 律师、顾问）建立深入且富有成效的长期合作关系。
- 销售策略：执行有针对性的销售策略和本地活动，以提高市场对 SPP 的 TPA 服务和退休计划咨询能力的认知。
- 顾问式销售：通过提供关于计划设计的见解，将 SPP 定位为可信赖的合作伙伴。
查看英文原文
Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
Position Summary:
The TPA Sales Consultant is responsible for developing new business opportunities and deepening distribution relationships that support the growth of Strongpoint Partners retirement plan services. The role focuses on engaging advisors, recordkeepers, and other key industry partners to promote our third-party administration solutions and actuarial consulting capabilities available across the assigned territory. This role will report to the Strongpoint National Sales organization and will be representing Howard Simon, Inc. a Strongpoint Partner firm.
This position requires a strong understanding of the retirement plan (DC & DB) landscape and the ability to communicate complex plan design, financial illustrations, and actuarial concepts in a practical advisor and plan sponsor friendly manner.
PLEASE NOTE: This is a fully remote position; however, we are looking for candidates specifically located in Wisconsin, Minnesota, or Iowa.
Key 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.
Qualifications:
- Experience in field retirement plan sales, financial services distribution or institutional sales.
- Background in internal or external financial services sales strongly preferred.
- Familiarity with third-party administration (TPA), defined contribution plans, and defined benefit / cash balance plans.
- Established relationships with financial advisors, recordkeepers, and retirement plan consultants preferred.
- 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.
Key Competencies:
- 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
Pay Transparency Statement:
The anticipated pay range for this position is $90,000-$125,000 annually plus commission/bonus structure.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
**Specific benefits and programs may vary by partner and position.