TPA Sales Consultant

Strongpoint Partners

. Identify, cultivate, and close new business opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other retirement plan intermediaries .

Posted 9/15/2026full-timeRemote • Iowa • United StatesMid-LevelSenior💰 $90,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan sales and financial services distribution, with a strong focus on building relationships and providing consultative insights on plan design and compliance. Proficient in managing sales pipelines and executing targeted strategies to enhance market awareness.

Highest-signal resume keywords

Retirement Plan Sales ExperienceFinancial Services DistributionThird-Party Administration (TPA)Pipeline Management SkillsRelationship-Building 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

Sales Strategy ExecutionPlan Design ConsultationCompliance KnowledgeMarket AwarenessSales Forecasting

Soft Skills

Presentation SkillsNetworking SkillsOrganizational SkillsSelf-MotivationResults-Driven Attitude

Tools & Technologies

HubSpot CRM

Industry Keywords

Defined Contribution PlansDefined Benefit PlansCash Balance PlansFinancial AdvisorsRetirement Plan Consultants

About the role

Key responsibilities & impact

Identify, cultivate, and close new business opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other retirement plan intermediaries
Expand Strongpoint Partners’ distribution network across the assigned territory
Build long-term partnerships with advisors, recordkeepers, and centers of influence
Execute targeted sales strategies and local events to increase market awareness of TPA services and retirement plan consulting capabilities
Provide consultative insights on plan design, compliance, and administrative efficiency
Monitor industry trends, competitor activity, and regulatory developments
Collaborate with actuarial consulting, operations, and platform teams to deliver tailored solutions
Maintain an active sales pipeline and report on opportunities, forecasts, and business development activity through HubSpot CRM

Requirements

What you’ll need

Experience in field 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
Established relationships with financial advisors, recordkeepers, and retirement plan consultants preferred
Strong presentation, networking, and relationship-building skills
Ability to explain complex retirement plan concepts clearly and consultatively
Strong organizational and pipeline management skills
Self-motivated and results-driven
Located in Wisconsin, Minnesota, or Iowa

Benefits

Comp & perks

Flexible PTO, including flexible and unlimited options
Health, dental, vision, life, and disability coverage
Incentive bonus programs
Flexible hours
Support for ongoing learning and career development
Flexible workplace options (remote and hybrid options available for many roles)