TPA Sales Consultant

The TPA Sales Consultant is responsible for developing new business opportunities and deepening distribution relationships that support the growth of Strongpoint Partners retirement plan services. The role focuses on engaging advisors, recordkeepers, and other key industry partners to promote our third-party administration solutions and actuarial consulting capabilities available across the assigned territory. This role will report to the Strongpoint National Sales organization and will be representing Howard Simon, Inc., a Strongpoint Partner firm.

This position requires a strong understanding of the retirement plan (DC & DB) landscape and the ability to communicate complex plan design, financial illustrations, and actuarial concepts in a practical advisor and plan sponsor-friendly manner.

Key Responsibilities:

• Business Development: Identify, cultivate, and close new opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other retirement plan intermediaries.
• Distribution Expansion: Deepen and broaden SPP’s distribution network across the designated territory assigned.
• Relationship Management: Build deep and productive long-term partnerships with advisors, recordkeepers, and centers of influence (CPAs, ERISA attorneys, consultants).
• Sales Strategy: Execute targeted sales strategies and local events to increase market awareness of SPP’s TPA services and retirement plan consulting capabilities.
• Consultative Selling: Position 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 local actuarial consulting and operations teams to deliver tailored solutions for clients and advisors while engaging continually with the SPP platform team.
• Pipeline Management: Maintain an active sales pipeline and provide regular reporting on opportunities, forecasts, and business development activity through our HubSpot sales CRM system.

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.
• 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 in a clear and consultative manner.
• Self-motivated with strong organizational and pipeline management skills.

Key Competencies:

• Strong relationship-building and communication skills
• Ability to quickly establish credibility with financial advisors
• Highly organized with strong follow-up discipline
• Curiosity and willingness to learn retirement plan structures and regulations
• Collaborative mindset with the ability to work across sales, marketing, and operations teams
• Results-driven with a proactive approach to business development