IRA and Institutional Trust Sales Executive

Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

Develop and adapt a disciplined sales process to build and retain profitable, productive relationships in your territory, provide consultative marketing and sales support, and meet or exceed annual sales goals. Be the external face of BPAS in your territory tfind, build and nurture partnerships with financial intermediaries to their greatest potential.

• An in-depth, comprehensive understanding of the retirement plan space with relationships and product knowledge in the assigned territory and experience selling all retirement channels: RIAs, Wires, Corporate Trustees, etc.
• Team player mentality and ability to interface with other departments to drive our common goals
• Polished sales skills for presenting to financial intermediaries and / or presentations to retirement plan committees
• Fee quotes, pricing, proposals, RFPs responses and follow up. Defending our value proposition, services and fee schedule against competitors.
• Must possess a passionate drive to meet and exceed client expectations and provide a superior service offering
• Proactively seeks and supports the development of new initiatives to enhance BPAS' success and market presence
• Competent, goal oriented individual that can sustain high levels of activity, through both phone and in-person meetings
• Motivated to find new prospects, secure meetings, present our services then begin working with financial partners on new opportunities.
• Support cross-selling strategies for existing clients, as well as new relationships
• Manage multiple facets of the sales process, including coordination of meetings, support material, follow-up tasks, phone calls, proposals and RFP responses, presentations, obtaining implementation documents, etc.
• Participate and provide input on marketing, advertising and promotional strategies, which may include writing blog posts, social media activity, networking events, etc.
• Represent the company at national meetings or conferences, including public speaking, running panel discussions or other opportunities.
• Assist with the compilation of competitive market intelligence and share insights with other sales team members

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.