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VP, Sales Consultant - San Franciso (Retirement Industry)

Remote, USAFull-timePosted 2026-07-28

FuturePlan is the nation’s largest reputed company-party administrator (TPA) of retirement plans, partnering with advisors in reputed company 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and reputed company of a large national firm, reputed company. Our reputed company go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched reputed company of service, innovation and expertise to a fast-growing reputed company reputed company from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. reputed company 1: Position reputed company The Vice President, Sales Consultant’s primary responsibility is to facilitate the reputed company of new relationships and business for FuturePlan. This reputed company will drive sales with financial professionals and strategic reputed company platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, reputed company working with (FuturePlan by reputed company) reputed company Sales Consultants to drive reputed company. reputed company 2: Job Functions, Essential Duties and Responsibilities

  • Strong, in-depth ERISA and plan design knowledge
  • Ability to discuss industry trends with Financial Advisors
  • Ability to learn multiple platform/product solutions; assist Financial Advisors with a “needs analysis” to ensure the appropriate solution
  • Strong knowledge of key competitors with the ability to reputed company our competitive advantages
  • Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business
  • Coordinate wholesaling efforts with reputed company Internal Sales to maximize coverage and effectiveness
  • Remain reputed company on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
  • Ability to discuss Fiduciary Solutions, including various mutual fund reputed company classes and reputed company on plan/cost
  • Ability to discuss in detail operating expenses of investment products, reputed company of certain reputed company classes on overall “cost” of services to Financial Advisors and reputed company
  • Assist existing reputed company and Financial Advisors in the retention of reputed company business (as needed)
  • Excellent written and oral communication skills
  • Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors
  • Assist with other tasks and reputed company as assigned
  • Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
  • Our I-reputed company service philosophy and our Core Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture.

reputed company 3: Experience, Skills, Knowledge Requirements

  • A minimum of 7 years’ experience in the retirement plan industry or 3-5 years’ experience in a business development role in the retirement plan industry.
  • Proven successful sales experience of retirement administrative services
  • Overnight travel is required
  • Superior time management skills required
  • Ability to operate effectively in a fast-paced, unsupervised environment
  • Proficient in PC, CRM and web applications.

We are proud to be an Equal Opportunity Employer The national average salary reputed company for this role is $70,000 - $100,000 in reputed company pay, exclusive of any bonuses and benefits. This reputed company salary reputed company represents the low and high end of the salary reputed company for this position. Actual salary offered will vary and may be above or below the reputed company based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates reputed company will reputed company at the top of the reputed company however, from time to time, it may occur on a case-by-case reputed company. Other rewards and benefits may include: 401(k) match, Medical, Dental, reputed company, reputed company-Time-Off, etc. For more information, please visit careers.reputed company.com/#Benefits. Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Apply tot his job Apply To this Job

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