Retirement Sales Associate

at  Strongpoint Partners

WHO WE ARE:

Strongpoint Partners provides third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses. Strongpoint offers an integrated software platform for retirement planning and payroll and is pursuing a growth strategy that includes add-on acquisitions and organic growth initiatives. Our culture is defined by teamwork, integrity, innovation, a growth mindset, and a passion for providing great service to our clients. With brands such as HowardSimon, Jocelyn, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, and Pollard & Associates, we are building a winning team with a family spirit, and helping to secure our customers’ financial futures, from hire through retire.
HowardSimon Retirement ("HSR"), a Strongpoint Partners, is located outside of Chicago, IL, is seeking a highly motivated and ambitious Sales Associate. HSR is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
As a Sales Associate, you will be responsible for delivering against our growth initiatives across the S.E. United States working alongside the leadership at HSR and your sales and marketing colleagues across the Strongpoint Partners family of brands. You will work closely with the Director of Consulting and assist in all aspects of the sales activities including advisor outreach, preparing documentation and sales, follow-ups, event hosting and other sales activities.

REQUIREMENTS:

• 3+ years of professional transferrable work experience
• Some knowledge of the retirement plan industry and willing to learn
• Strong interpersonal and communication skills, both written and verbal
• Excellent presentation and negotiation skills
• Ability to build and maintain relationships with clients
• Self-motivated and results-oriented with a strong work ethic
• Ability to work effectively in a team environment and collaborate across departments
• Bachelor’s degree in business, marketing, or a related field is a plus
• A passion for technology and the ability to quickly learn and adapt to new software platforms

OUR VALUE-DRIVEN EMPLOYEE EXPERIENCE:

• Flexible Workplace
• Competitive PTO
• Inclusive Environment
• Development Opportunities
• Comprehensive Benefits
• Workplace Perks

• Assist the Director of Consulting in all aspects of the sales process including but not limited to: lead generation, attend sales and relationship meetings, assist in proposal generation
• Identify and target Retirement Plan Design, Consulting, and Compliance clients
• Build and maintain strong relationships with key partners, including Advisors, RK wholesalers, RIAs & CPAs, to develop leads and opportunities
• Effectively communicate the unique value proposition of HSR and Strongpoint Partners to prospective partners and clients, highlighting our unique competitive advantages and product differentiation
• Stay up to date with industry trends and competitor offerings to maintain a competitive edge in the market
• Track and report on sales activities and performance metrics on a regular basis