Regional Sales Consultant

Experience in retirement plan sales, financial services distribution or institutional sales

Familiarity with third-party administration (TPA), defined contribution plans, and defined benefit / cash balance plans.

– Hybrid and remote options available for many roles.

– Health, dental, vision, life, and disability coverage.

Workplace Perks

– Incentive bonus programs, flexible hours, & more.

Business Development: Identify, cultivate, and close new opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, and other retirement plan intermediaries.

Distribution Expansion: Deepen and broaden AUI’s and SPP’s distribution network across Southern California and other strategic markets.

Relationship Management: Build long term partnerships with advisors, recordkeepers, and centers of influence (CPAs, ERISA attorneys, consultants).

Sales Strategy: Execute targeted sales strategies to increase market awareness of AUI/SPP’s TPA services and retirement plan consulting capabilities.

Consultative Selling: Position AUI/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.

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