MAP Retirement

Vice President

• Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market either virtually or in-person
• Generate leads through networking, cold calling, and digital marketing
• Develop and deliver sales presentations highlighting MAP administration services
• Prepare customized proposals outlining TPA services, pricing structures, and terms
• Cultivate long-term relationships with advisors and recordkeeping partners
• Maintain accurate sales activity and client interaction records in the MAP CRM system
• Analyze sales data to identify trends, opportunities, and improvement areas

Regional Vice President of Sales

• Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market either virtually or in-person
• Generate leads through networking, cold calling, and digital marketing
• Develop and deliver sales presentations highlighting MAP administration services
• Prepare customized proposals outlining TPA services, pricing structures, and terms
• Cultivate long-term relationships with advisors and recordkeeping partners
• Maintain accurate sales activity and client interaction records in the MAP CRM system
• Analyze sales data to identify trends, opportunities, and areas for improvement
• Expand MAP Retirement’s client base by promoting and selling TPA services to retirement plan advisors and plan sponsors

• Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market either virtually or in-person
• Generate leads through networking, cold calling, and digital marketing
• Develop and deliver sales presentations highlighting MAP administration services
• Prepare customized proposals outlining TPA services, pricing structures, and terms
• Cultivate long-term relationships with advisors and recordkeeping partners
• Maintain accurate sales activity and client interaction records in the MAP CRM system
• Analyze sales data to identify trends, opportunities, and areas for improvement
• Promote and sell MAP Retirement’s TPA services to retirement plan advisors and plan sponsors
• Expand MAP Retirement’s client base in Northern California

• Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market, virtually or in-person
• Generate leads through networking, cold calling, and digital marketing
• Develop and deliver sales presentations highlighting MAP administration services
• Prepare customized proposals outlining TPA services, pricing structures, and terms
• Cultivate long-term relationships with advisors and recordkeeping partners
• Maintain accurate sales activity and client interaction records in the MAP CRM system
• Analyze sales data to identify trends, opportunities, and areas for improvement
• Expand MAP Retirement’s client base by promoting and selling TPA services to retirement plan advisors and plan sponsors

• Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market, virtually or in person
• Generate leads through networking, cold calling, and digital marketing
• Develop and deliver sales presentations highlighting MAP administration services
• Prepare customized proposals covering TPA service scope, pricing structures, and terms
• Cultivate long-term relationships with advisors and recordkeeping partners
• Maintain accurate sales activity and client interaction records in the MAP CRM system
• Analyze sales data to identify trends, opportunities, and improvement areas
• Promote and sell TPA services to retirement plan advisors and plan sponsors
• Expand MAP Retirement’s client base in Texas, Arkansas, and Louisiana