Retirement Plan Sales Consultant

Brighton Jones • Seattle, WA

123d • $80,000 - $120,000

About The Position

At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We’re adding a talented B2B sales expert who is motivated to sell Brighton Jones’s Retirement Plan Advisory Services to companies and organizations.

Requirements

• Bachelor’s degree preferred.
• 4+ years of outside B2B sales experience with a demonstrated proficiency in selling and presentation skills, prospecting, and territory management.
• Series 65 (or equivalent) required. Ability to obtain within 90 days of hire.
• Experience selling at the VP, Business Owner, CFO, COO, and CEO levels; preference given to candidates with Financial, Insurance, Benefits, or BPO Sales Experience.
• Ability to work independently as well as collaboratively with a team.
• Possesses a deep understanding of the sales process and sales lifecycle.
• Exhibits excellent time management skills, is a self-starter, and achieves goals with minimal direction and supervision.
• Thrives in a competitive sales environment; remains composed under pressure and is motivated by achieving and exceeding goals.
• Demonstrated ability in lead generation, with an assertive, positive, and persistent approach.
• Effective communication skills: ability to communicate through all mediums (verbal, listening, written).
• Demonstrates business maturity, is personally impactful, and exhibits behavior consistent with Brighton Jones' values.
• Baseline proficiency in Microsoft Office Suite products required (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred.

Responsibilities

• Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline.
• Collaborate and partner with existing Advisors to manage plans and work with internal Teams/Advisors to mine existing and prospective clients.
• Sell to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process.
• Develop and maintain relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers.
• Utilize Salesforce for opportunity updates, tracking, reporting, and self-management.
• Set appointments, prepare, and present sales presentations across all levels from staff to C-suite executives.
• Attend industry or relevant targeted prospect events.
• Travel domestically throughout the territory to meet with prospects.

Benefits

• Health care benefits (medical/dental/vision)
• Retirement benefits
• Paid time off (PTO)
• Holiday flex-days
• Summer flex-days
• Company-paid holidays
• Parental leave
• Transportation benefits
• Unlimited volunteer time off
• Professional and personal wellbeing stipend
• Other fringe benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree