Sales Consultant – The TPA Experts

This job includes a base rate plus commissions. Total potential annual earnings $69,765 -$170,000. Responsible for driving the growth of our company through new client acquisition including developing new advisor and CPA relationships through marketing, sponsoring or co-sponsoring events, networking, cold-calling, referrals, and the nurturing of existing relationships. Preparing fee proposals, preparing illustrations, and technical research required for obtaining new plans. Responsible for implementing effective sales strategies tailored to meet and exceed sales targets.

Education and Experience:

• Bachelor’s Degree and a minimum of five (5) years related experience or equivalent combination of education/experience.
• ASPPA designation preferred.
  
  

Skills and Abilities:

• Strong interpersonal skills and communication skills including the ability to effectively communicate the value of our services and tailor to client needs.
• Must have superior written and presentation skills and ability to deliver presentations to groups, virtual and in-person.
• Ability to effectively manage time and independently achieve sales goals.
• Knowledge and deep understanding of our industry and the regulatory environment.
• Ability to read and interpret plan documents.
• Demonstrated ability to learn complex subject matter.
• Must have knowledge of advanced Microsoft Office applications.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to prepare routine reports, correspondence, excel spreadsheets, and reconcile numbers.
  
  

Tasks Performed:

• 40% Relationship development and management. Developing and maintaining strong relationships with financial advisors, CPAs, recordkeepers, and other centers of influence. This would include regular meetings and educational seminars.
• 25% Producing fee proposals, illustrations, tracking and reporting of sales activity.
• 20% Work with Conversion Team to transition new retirement plans after the sale, including initial plan design call.
• 10% Assisting with the development and implementation of marketing plans.
• 5% Other duties as assigned.
  
  

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs
• Position requires domestic travel for client meetings, seminars, and conferences.
  
  

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
• Parental Leave: Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance: Supporting your growing family.
• Tuition Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various benefits and financial planning assistance.
  
  

Benefits for Part-Time Employees Working 20 Hours/Week:

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
  
  

Benefits for All Part-Time Employees:

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
• Paid Sick and Safe Leave: For your health and safety.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various benefits and financial planning assistance.
  
  

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.