401(k) Sales Associate

Reports To: Sales Manager

Department: Sales

Posting Date: January 10, 2023

Location: Greenwood Village, CO

What we are looking for? Are you excited by the opportunity to be a part of an industry that is poised for explosive growth? Are you an individual that is self motivated and thrives in role that is fast paced and gives you the realistic opportuntiy to be in the top 5% of wage earners in the US while doing something that is good for society and people in general? If so we want to talk to you! We are looking for determined, resourceful and motivated individuals that are interested in helping put 401(k) plans in place for small to medium sized businesses.

Who we are? Prosper Retirement Partners is a 401(k) provider that was founded by two industry veterans who saw an opportunity in the market based off of federal tax credits offsetting the implementation and administrative costs 100% to the employer. Couple that with the emergence of State-mandated retirement programs this will result in record number of new 401(k) plan establishments over the next several years. By leveraging the latest technology and regulatory structures to disrupt the traditional retirement plan business, we are building an organization that will surpasses anything we have seen in our already storied careers. This is a unique opportunity to join a fast-growing company and become a foundational member of our sales team.

Position Summary

This position is responsible for driving 401(k) plan engagements among the clients of our preferred provider partners, by conducting active prospecting activities as well as collaboratively working with partner sales representatives and third-party financial advisors.

Key Responsibilities

• Demonstrate persistence to achieve monthly/quarterly sales targets, by undertaking consistent online marketing initiatives coupled with traditional telemarketing activities.
• Developing sales strategies, techniques, and tactics based on customer/partner feedback and the evolving market and regulatory environments.
• Coordinate and manage marketing campaigns designed to increase product awareness and drive requests for proposals.
• Actively engage partners’ field sales representatives to identify new/existing clients interested in converting/improving their 401(k) plan.
• Consistently responding to inbound partner referrals to prepare and present comparison proposals.

Primary Activities

• Initiate and manage a high volume of phone-based contacts, each week, to existing partners’ clients.
• Maintain consistent levels of 401(k) plan leads to attain monthly sales targets and quarterly sales quotas.
• Assist partner sales representatives with investment comparisons/proposals to close plan engagements.
• Deliver high-quality, responsive sales support to all requests for information/proposals.
• Provide weekly activity reporting, detailing the number of prospecting and follow-up calls, proposals delivered and closes made.

Job Qualifications

• Minimum 2 years direct B2B sales / internal wholesaling experience.
• Bachelor’s degree or equivalent business experience.
• Excellent verbal and written presentation skills.
• Demonstrated problem solving and creative thinking.
• Proficient in use of Microsoft Office applications.

Compensation

Prosper Retirement offers a competitive compensation, including base salary, quarterly commissions and bi-annual bonuses. We offer standard benefit programs that include health, as well as a Safe Harbor 401(k) plan with employer matching.

Job Type: Full-time

Pay: $50,000.00 - $200,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Experience level:

• 1 year

Supplemental pay types:

• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Office

Ability to commute/relocate:

• Englewood, CO 80111: Reliably commute or planning to relocate before starting work (Required)

Experience:

• B2B sales: 2 years (Preferred)

Work Location: One location

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