Cash Balance Sales Consultant

This is a remote position.

Cash Balance Sales Consultant (Western U.S.)

Are you an entrepreneurial, ambitious retirement industry sales professional who loves to build relationships with a wide variety of business leaders and help them find their perfect-fit products? Would you like to build your sales career on a team of like-minded high achievers and in a company that encourages cross-functional collaboration and growth? If your answer is yes, let’s talk! October Three, an innovative, team-oriented financial services company, is recruiting for a Cash Balance Sales Consultant; Peoplr is excited to be leading this search.    

In this role, you will sell cash balance retirement plans to retail advisors and large markets. You will support the growth of October Three’s private market sector and collaborate with your teammates to help each other win. This is a full-time, permanent, fully remote position covering territory in the Mountain and/or Pacific time zones and requires occasional travel (about 25% at the most).

About October Three

October Three is a defined benefit retirement firm that has developed unique, one-of-a-kind software to handle the future of defined benefit plans. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees. Culturally, October Three is an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development. They are committed to growing elite salespeople and helping them build a long-term, successful career. They are very hands-on with support and teamwork, and their technology is extremely powerful in supporting sales consultants.

Requirements

Must Haves

• Demonstrated sales success through extensive contacts in the retirement plan industry
  
• Basic familiarity with and understanding of retirement plans concepts and nomenclature
  
• Extremely collaborative; comfortable with teamwork and working cross-functionally with various disciplines
  
• Meticulous and professional communicator, both internally and externally
  
• Effective relationship-building skills
  
• Proficiency with HubSpot or similar systems
  
• Bachelor’s degree
  

Nice-To-Haves

• Experience selling cash balance retirement plans
  
• Prior work experience in the wealth management sales function
  
• C(k)P, QKA, MESA, or similar certifications
  

Benefits

This position offers…

• Competitive salary and performance-based bonuses ($110-170k in total compensation)
  
• Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, 401(k), and a cash balance pension plan
  
• Opportunity to directly receive training, collaboration and support from your peers, cross-functional teammates, and the hiring manager, the Lead Private Market Actuary
  
• Chance to build your career while participating in significant company growth
  
  

About Peoplr

Peoplr is a national Human Resources consulting firm made up of HR experts enabling businesses to transform into engaging workplaces where people deliver outstanding results. Check us out on our website at: www.mypeoplr.com

Peoplr is proud to be an Equal Opportunity Employer. All applicants will receive consideration for employment, as Peoplr does not discriminate against an individual because of their race, color, religion, gender, sex (including same sex, gender identity, and sexual orientation), pregnancy, parental status, marital status, national origin or ancestry, age, physical or mental disability, sickle cell trait, genetic information and testing (including family medical history), AIDS/HIV status, source of income, political affiliation, military service, other non-merit based factor, or any other characteristic protected under applicable federal, state or local law.

Peoplr is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 844-577-1940 or send us an email at recruiting@mypeoplr.com