Retirement Sales Consultant – Taft-Hartley

Empower

. Lead RFPs, RFIs, pricing requests, and other sales opportunities from initial evaluation through close .

Posted 10/2/2026full-timeRemote • United StatesMid-LevelSenior💰 $59,500 - $80,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading RFPs and RFIs, developing competitive proposals, and managing relationships with retirement plan intermediaries. Proficient in financial services sales, project management, and maintaining accurate sales activity records in Salesforce.

Highest-signal resume keywords

RFP ManagementSalesforce ProficiencyFINRA Series 7 RegistrationRetirement Plan Services KnowledgeStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Proposal DevelopmentPricing StrategySales Activity TrackingProject ManagementFinancial Services Sales

Soft Skills

Negotiation SkillsOrganizational SkillsRelationship BuildingTime Management

Tools & Technologies

Salesforce

Certifications & Qualifications

FINRA Series 7FINRA Series 63Insurance Licensing

Industry Keywords

Retirement Plan ServicesStable Value ProductsFinancial ServicesIntermediary Relationships

About the role

Key responsibilities & impact

Lead RFPs, RFIs, pricing requests, and other sales opportunities from initial evaluation through close
Partner with Regional Sales Directors and internal teams to develop competitive proposals, pricing, and tailored solutions
Support Stable Value Investment Only sales, including General Account, Custom Stable Value, and VEBA Stable Value products
Coordinate and participate in finalist presentations, site visits, and prospect meetings
Build and maintain relationships with retirement plan intermediaries and respond to inquiries
Maintain opportunity and sales activity information in Salesforce, including win/loss outcomes
Communicate opportunity progress and results to senior management and key stakeholders
Support sales-related projects and initiatives as needed

Requirements

What you’ll need

Bachelor's degree in business or a related field
3–5 years of business experience
FINRA Series 7 and 63 registrations and applicable insurance licensing within corporate-established timelines
FINRA Fingerprinting required
Knowledge of the retirement plan services industry and experience working with intermediaries
Financial services sales or service experience
Strong communication, negotiation, project management, and organizational skills
Ability to manage multiple priorities and deadlines
Ability to travel as needed
Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
Reliable high-speed internet with a wired connection and a suitable home workspace with limited disruption
Reliable connectivity via fiber, cable, or DSL internet

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions up to 6%
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with the option to wear jeans
Generous paid time off upon hire
Ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups open to all
Flexible work environment
Other necessary computer equipment provided