$70K - 110K a year
Develop and grow business relationships with financial advisors and plan sponsors, manage sales process, attend local meetings and events, and collaborate internally to ensure client satisfaction.
Proven sales or business development experience, preferably in financial services or retirement industry, strong communication skills, ability to build long-term client relationships, and local knowledge of Indiana.
Job Overview: We are seeking an experienced and motivated Sales / Business Development professional to expand third-party administration (TPA) services. The ideal candidate will be based in Indianapolis, Indiana (but anywhere in Indiana is accepted), with strong local knowledge and the ability to build and maintain relationships with key decision-makers in the region. While remote work is possible, most client meetings and relationship management will take place within the local area. Key Responsibilities: Develop and grow business relationships with financial advisors, plan sponsors, and other referral sources Promote retirement plan administration services and solutions to prospective clients Manage the sales process from lead generation to closing agreements Attend in-person meetings, networking events, and industry functions within Indiana Collaborate with internal teams to ensure smooth onboarding and client satisfaction Track performance metrics and provide reporting on business development activities Qualifications: Proven sales or business development experience (financial services or retirement industry preferred) Strong communication and presentation skills Ability to cultivate long-term client relationships Self-starter with a results-driven mindset Benefits: Competitive compensation Paid time off (PTO) and company holidays Opportunities for professional growth and development Supportive and collaborative work environment G185
This job posting was last updated on 10/6/2025