Internal Sales Desk

Job Description
Our Vision:

At Trinity Pension Consultants, our vision is to be the essential Third-Party Administrator (TPA) in seven states by 2030 and to be the TPA that financial advisors and retirement plan sponsors can't live out by providing exceptional value and solutions. We simplify complex pension concepts for advisors and plan sponsors.

Are You Ready to Make an Impact?

Are you ready to utilize your business acumen to contribute to impactful relationships in a technical environment? Are you driven to work for a company that's reshaping the retirement plan administration landscape? Do you possess the ability to communicate complex solutions clearly, and the drive to support winning new business? Then join us.

Who We Are:

Trinity Pension Consultants, Inc. is a leading regional, independent, non-producing Third-Party Administration (TPA) firm located in Akron, Ohio. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for qualified retirement plans across the US. As we expand our sales territories across the Midwest, we're looking for a talented, results-driven individual to help fuel our growth.

What You'll Do as the Internal Sales Desk Associate:

You will hold an internal sales support role, providing crucial support to our Regional Vice Presidents (RVPs). You'll play a vital role in managing sales processes, maintaining client relationships, and optimizing sales efficiency through CRM management, advisor engagement, and marketing initiatives. This position is ideal for someone with strong organizational and communication skills who thrives in a fast-paced, collaborative environment.

Requirements

Who You Are:

You are motivated to succeed, with a relentless focus on hitting your targets and achieving growth by being a relationship-oriented closer. You are exceptionally organized, self-motivated, and capable of working independently while providing strong support to a remote sales team.

What You'll Need:

• Residence in Northeast Ohio.

• 1 year of retirement plan operations and compliance experience

• A bachelor's degree or equivalent in related field.

• ASPPA Requirements:

• Must have attained QKA.

• Maintains a continuous pursuit of ASPPA designations and maintains ASPPA membership.

• Required to take a minimum of two exams per year (one spring, one fall) until CPC is attained.

• Strong communication, listening, and computer/software skills.

• Demonstrated attention to detail; multi-tasking and prioritizing skills.

• Demonstrated high-level client service skills.

• Drive and discipline to stay focused with a commitment to excellence.

• Proficient with MS Office (Word, Excel, Outlook).

• Highly motivated self-starter with good problem-solving skills and the ability to work independently.

• Overall comprehensive understanding of business processes.

• Regular attendance at work.

• Minimum of 40 work hours per week.

Benefits

Why Join Our Team?

• Be Part of Our Growth. This is an opportunity to play a pivotal role in our journey to becoming the essential TPA in multiple states.

• You'll be solving complex challenges and building impactful long-term relationships with clients and partners.

• We encourage a strong partnership between managers and team members that ensures high performance with continuous professional and personal growth through career pathways.

• Our team is dedicated to continuous learning and improvement, and we value each team member's unique perspectives.

What We Offer in Return:

• Base Compensation

• Monthly revenue bonuses based upon pre-determined factors

• Comprehensive Benefits:

Medical, Dental, Vision, H.S.A. (Effective Day 1)

Life Insurance
STD/LTD
401(k)
Time Off: Generous PTO policy and 11 paid holidays to support your work-life balance.

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.

This job description is not all inclusive.