Sales Consultant- San Francisco

Posted 16 Days Ago
Be an Early Applicant
2 Locations
Remote
Entry level
Fintech • Payments • Financial Services
The Role
As a Sales Consultant at Nova 401(k) Associates, you will identify investment professionals, participate in presentations, maintain contact with key producers, analyze market trends, build relationships with partners, and attend sales training.
Summary Generated by Built In


Nova 401(k) Associates is one of the fastest growing TPA firms in the country, and we are looking to further expand our presence.


We provide consulting and pension administration services for all types of qualified retirement plans including: 401(k), 403(b), 457(b), and Cash Balance/Defined Benefit Plans.


We proactively go to the marketplace to target retirement plan advisors and some of the largest record-keepers in the industry to provide the best retirement plan services possible.


We are looking to add to the most dynamic TPA sales team in the country in key metropolitan areas. If you are in or around Denver, CO; Detroit, MI; Fort Worth, TX; Miami, FL; Nashville, TN; St. Louis, MO; Boston, MA; have an interest in the responsibilities outlined below, and meet some combination of the stated requirements, please consider joining our team.


This is a full-time position for an energetic and self-motivated individual looking for an opportunity to prove their ability in sales.


Primary Responsibilities:

  • Identify Investment professionals in assigned region to promote Nova services
  • Participate in point-of-sale presentations to plan sponsors to represent Nova's solutions
  • Maintain frequent contact with key producers through on-site visits, seminars, webinars, conference calls, and other presentation media
  • Understand the competitive industry environment; identify and analyze market trends while providing recommendations and feedback to the management team
  • Build and service strong and mutually beneficial relationships with our intermediary partners
  • Travel to offsite periodic sales training


Requirements:

  • Bachelor's degree in Marketing, Sales, Business, or related field or equivalent work experience
  • Sales experience (related or not); preferably internal or external wholesaling
  • Excellent sales and negotiation skills
  • Excellent interpersonal and customer service skills
  • Excellent organizational skills and attention to detail
  • Ability to function well in a high-paced and at times stressful environment
  • Proven sales ability a plus; must be able to move the needle
  • Strong ability to build relationships and create partnerships
  • Confident presentation skills
  • Knowledge of retirement industry products and services for our respective market space is a plus

We offer a competitive base salary in the range of $65,000 to $75,000, with additional performance-based bonuses. The total compensation package includes base salary, commission and bonuses, providing an opportunity for high achievers to significantly enhance their overall earnings. Benefits package includes: health, dental, and vision coverage, paid vacation, a 401(k) Plan, and a HSA. Veterans are encouraged to apply.



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The Company
Houston, TX
180 Employees
On-site Workplace
Year Founded: 2000

What We Do

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully.

At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan.

The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions.

When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches

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