Retirement Plan Specialist

ADP•Woodland Hills, CA

About The Position

ADP is hiring a Retirement Plan Specialist for its sales team. The role focuses on identifying and cultivating new prospects with more than 50 employees in an assigned territory, cross-selling solutions to existing clients, and closing sales. The specialist connects customers’ business needs with ADP and Alliance Partners’ Retirement Services products, develops relationships with decision makers and Alliance Partners, and works toward assigned sales goals. ADP provides sales training and describes advancement opportunities and industry-leading compensation, benefits, and awards.

Nice To Haves

Experience working on a sales quota.
Demonstrated ability to exceed sales quotas.
Business-to-business experience.
Experience in the qualified plan industry.
Knowledge of Defined Contribution plan design and ERISA.
Existing relationships with Financial Advisors in the assigned territory.
Goal-oriented and ambitious, with the capacity and drive to reach and exceed quotas.
Demonstrated cold-calling sales ability with an assertive, positive, and persistent style.
Proven customer service and relationship-building skills.
Ability to communicate effectively verbally, in writing, and through listening.
Aptitude for acquiring sales skills and product knowledge.
Organized, with effective time-management skills.
Ability to work independently and as part of a team.
General business acumen.
Mature and self-confident.
Capacity to work under pressure.
Strong work ethic.
Commitment to building a career path.

Responsibilities

Reach or exceed assigned sales goals.
Implement sales strategies.
Develop and execute a cold-calling strategy to target prospects.
Mine existing and prospective clients for referral business, both new and conversion.
Establish and maintain good relationships with internal and external customers.
Connect customers’ business needs with ADP and Alliance Partners’ Retirement Services products.
Build mutually beneficial relationships with Alliance Partners.
Build a network in person and by phone with key decision makers in a designated territory.