Regional Sales Consultant
Company Overview
Strongpoint Partners is a tech‑enabled retirement services platform serving small‑to‑mid‑sized businesses with integrated retirement third‑party administration, record‑keeping, 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.
With a coast‑to‑coast network of 19 leading firms including Howard Simon (HSR), Jocelyn Pension Consulting (JPC), Retirement Strategies Group (RSG), Retirement Planners and Administrators (RPA), Pension Financial Services (PFS), Pollard & Associates (PA), Carlson Quinn (CQ), SI Group (SIG), Retirement Planning Consulting Group (RPCG), Karel‑Gordon & Associates (KGA), Cash Balance Actuaries (CBA), Pension Consultants, Inc. (PCI), Actuaries Unlimited (AUI), California Retirement Plans (CRP), Benefit Equity (BEI), United Benefit Pensions, Inc.
(UBP), Creative Retirement Systems (CRS), Associated Pension Consultants (APC), Allied Consultants, Inc. (ACI), American Retirement Plan Services, LLC (ARPS), and SMS Retirement (SMS). 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:
The TPA Sales Professional
The TPA Sales Professional is responsible for developing new business opportunities and deepening distribution relationships that support the growth of AUI/SPPs retirement plan services. The role focuses on engaging advisors, recordkeepers, and other key industry partners to promote AUI/SPP’s third‑party administration solutions and actuarial consulting capabilities. This position requires a strong understanding of the retirement plan (DC and DB) landscape and the ability to communicate complex plan design and actuarial concepts in a practical advisor‑friendly manner.
Key Responsibilities
• 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.
• Internal
Collaboration:
Partner with actuarial consulting and operations teams to deliver tailored solutions for clients and advisors.
• Pipeline Management:
Maintain an active sales pipeline and provide regular reporting on opportunities, forecasts, and business development activity.
Qualifications
• Experience in 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.
• Experience working with actuarial teams is valued.
• Established relationships with financial advisors, recordkeepers, or 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.
Location & Work Arrangement
• Location:
CA
• Work Model:
Hybrid (combination of in‑office and remote work)
Our Value‑Driven Employee Experience
• Flexible Workplace – Hybrid and remote options available for many roles.
• Unlimited 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.
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Strongpoint Partners is a tech‑enabled retirement services platform serving small‑to‑mid‑sized businesses with integrated retirement third‑party administration, record‑keeping, 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.
With a coast‑to‑coast network of 19 leading firms including Howard Simon (HSR), Jocelyn Pension Consulting (JPC), Retirement Strategies Group (RSG), Retirement Planners and Administrators (RPA), Pension Financial Services (PFS), Pollard & Associates (PA), Carlson Quinn (CQ), SI Group (SIG), Retirement Planning Consulting Group (RPCG), Karel‑Gordon & Associates (KGA), Cash Balance Actuaries (CBA), Pension Consultants, Inc. (PCI), Actuaries Unlimited (AUI), California Retirement Plans (CRP), Benefit Equity (BEI), United Benefit Pensions, Inc.
(UBP), Creative Retirement Systems (CRS), Associated Pension Consultants (APC), Allied Consultants, Inc. (ACI), American Retirement Plan Services, LLC (ARPS), and SMS Retirement (SMS). 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:
The TPA Sales Professional
The TPA Sales Professional is responsible for developing new business opportunities and deepening distribution relationships that support the growth of AUI/SPPs retirement plan services. The role focuses on engaging advisors, recordkeepers, and other key industry partners to promote AUI/SPP’s third‑party administration solutions and actuarial consulting capabilities. This position requires a strong understanding of the retirement plan (DC and DB) landscape and the ability to communicate complex plan design and actuarial concepts in a practical advisor‑friendly manner.
Key Responsibilities
• 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.
• Internal
Collaboration:
Partner with actuarial consulting and operations teams to deliver tailored solutions for clients and advisors.
• Pipeline Management:
Maintain an active sales pipeline and provide regular reporting on opportunities, forecasts, and business development activity.
Qualifications
• Experience in 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.
• Experience working with actuarial teams is valued.
• Established relationships with financial advisors, recordkeepers, or 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.
Location & Work Arrangement
• Location:
CA
• Work Model:
Hybrid (combination of in‑office and remote work)
Our Value‑Driven Employee Experience
• Flexible Workplace – Hybrid and remote options available for many roles.
• Unlimited 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.
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