Regional Plan Consultant

Responsibilities: Develop and manage an assigned territory Work to achieve annual sales goals Develop new prospects and referral sources to increase retirement plan sales Provide support to advisors and wholesalers within a defined territory Analyze plan providers, coordinate RFP responses and prepare prospect proposals Organize and coordinate educational services for advisors Communicate plan design concepts to advisors and plan sponsors Accurately forecast future closed sales Attend semi-annual live Team meetings Travel required Outstanding client Corporate Citizen dedicated to maintaining client's reputation at all times in the communities we touch Other responsibilities as assigned

Qualifications: Undergraduate degree preferred Two years of sales experience preferred Completion of ASPPA RPF1 & RPF2 examinations within one year of hire Proficient in the Microsoft suite of products General understanding of mutual funds assets classes and expense ratios Working knowledge of qualified plans - in particular 401(k) plans Professional presentation and communication skills Detailed oriented Ability to work well independently and be driven to succeed with a strong sense of initiative and ownership Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a high volume and fast paced environment Completion of Kravitz Cash Balance Consultant Certification program within 6 months of accepting position