Internal Plan Consultant (Sales)

Remote, USA • Full-time • Posted 2026-05-04

The Internal Plan Consultant will partner with their assigned Regional Plan Consultants (RPC) to drive new business opportunities and manage financial intermediary relationships within a geographic territory. The individual will be responsible for delivering a high level of service in a timely fashion and for proactively meeting territory advisor development needs.

Develop and execute strategic business plan with assigned RPCs to achieve territory sales goals to grow market share
Prepare and follow-up on request for illustrations and proposals, coordinate pre-and post-sales deliverables, and manage the frequency & consistency of territory support
Maintain CRM and proposal systems for assigned territory and provide ISC back up assistance when needed
Assist with advisor development activities in the assigned territories
Actively engage with financial intermediaries to uncover needs, provide solutions, advance the sale, and define next steps in relation to promoting and uncovering new retirement plan sales opportunities
Raise awareness of TRA’s products and services by delivering key messages through targeted prospecting and campaign activities
Build, grow and sustain financial intermediary relationships by maintaining a thorough understanding of TRA’s value add offerings
Develop a thorough understanding of the sales process and utilize it to advance sales opportunities
Assess the needs of prospects by asking targeted, impactful questions to position the most appropriate product and/or service that best meets their needs
Actively engage in plan consulting, plan design, restoration and retention opportunities
Actively engage in TRA education and development programs
Maintain current knowledge of industry and legislative updates
Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation in the communities we serve
Other responsibilities as assigned

Undergraduate degree or equivalent experience
Strong pension and investment knowledge
Must obtain ASPPA RPF1 & RPF2 examinations within one year of hire
Must obtain Kravitz Cash Balance Coach Program certification within six months of hire
High energy, motivated individual, committed to excellence
Understanding of and passion for the sales process with a positive mindset
Demonstrated professional presence, poise and presentation skills
Excellent verbal and written communications skills.
Excellent organizational and follow up skills. Ability to handle multiple responsibilities simultaneously.
Good working knowledge of PC and MS software. Understanding of CRM systems.
Minimal travel (5% of time)

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