Alera Group Hiring for Senior Retirement Plan Consultant at Tempe, Arizona Full Time

BCG 401(k) Advisors, an Alera Group Company is seeking a Senior Retirement Plan Consultant .This position is Responsible for all aspects of the sales process from prospecting to closing business to building relationships and driving profitability, satisfaction, and organic growth; this Includes Investment Advisory, Defined Benefit, non-qualified plans, and Defined Contribution solutions.

Alera Group Retirement Plan Services (RPS) is a premier provider of defined contribution and defined benefit plan consulting and administration services. We are a division of Alera Group, Inc., a diversified financial services company offering solutions in Employee Benefits, Property & Casualty, HR Consulting, Retirement Plan Services, and Wealth Services.

With billions of assets under our advisory, we service a wide variety of retirement plans including 401(k), profit sharing, defined benefit, cash balance, 403(b), 457, PEP and deferred compensation. We work with plan sponsors on plan design, employee education, investment analysis, benchmarking and fiduciary plan governance.

• Primary focus on new business development and driving sales. Includes lead generation campaigns, cold calling, letters, etc.
• Achieve annual production requirement.
• Drive consistent and predictable profitability and organic growth to support overall revenue goals.
• Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.
• Develop relationships on a local and regional level to ensure wide distribution of products and services. Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.
• Use Alera resources to research prospects and develop customized messaging for prospects.
• Understand and explain Alera’s competitive differentiation to clients and prospects.
• Manage multiple facets of the sales process. Includes meetings, materials, follow-up tasks, phone calls, proposals, presentations, and closing business.
• Actively participate in meetings on preparing for first appointments, advancing, and closing business.
• Develop and oversee preparation of proposals for Alera prospects. Includes gathering necessary information and working with department heads and consultants.
• Compile and respond to Requests for Proposals (RFPs). Assist in the completion of RFPs that are deemed good fits for the organization.
• Pursue cross-selling opportunities to enhance prospect and client relationships.
• Participate in Alera sales training programs.

• Bachelor’s degree preferred, or an equivalent combination of education and experience.
• 5 years + experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you’re a California resident, please read the California Consumer Privacy Act prior to applying.

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