United States onlyWho we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), and Allied Consultants, Inc. ("ACI"), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
About Associated Pension Consulting, (APC):
Based in Melville, New York, APC's team of retirement consultants are committed to delivering high-quality service to each of their clients, helping them secure their retirement future. APC is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
Associated Pension Consulting, (APC), is seeking a motivated and relationship-driven Internal Wholesaler to support and expand our retirement plan sales efforts. This individual will partner closely with our external sales team, advisors, recordkeepers, and strategic partners to drive new business opportunities for our TPA services. In this role, you will serve as a key point of contact for advisors – providing education on our service model, preparing proposals, managing follow-ups, and helping guide prospects through the sales cycle.
This is an excellent opportunity for someone looking to develop a career in sales. The ideal candidate is someone who enjoys building relationships, communicating value, and contributing directly to firm growth in a small-team environment.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our partners and clients, preference will be given to local candidates able to work on a hybrid model.
Key Responsibilities:
- Partner with the external wholesaler(s) to generate new business and support ongoing advisor relationships.
- Proactively identify and cultivate new advisor and referral-source relationships through outreach, marketing campaigns, and partnership activities.
- Respond to advisor inquiries regarding plan design, services, fees, and the overall TPA value proposition.
- Prepare and deliver proposals, illustrations, and support materials for new plan opportunities and takeover plans.
- Track and follow up on all leads, ensuring timely communication and movement through the sales pipeline.
- Coordinate with internal teams – including plan administration, onboarding, and technical specialists – to ensure smooth and accurate handoff of new business.
- Maintain CRM records, update activity notes, and monitor pipeline metrics.
- Assist with webinars, industry events, and marketing initiatives to promote the firm’s services.
- Stay current on retirement plan trends, compliance topics, and competitive positioning within the marketplace.
- Other duties as assigned.
Qualifications:
- Experience in the retirement plan, financial services, or TPA space and/or internal or external sales experience preferred.
- Strong communication and relationship-building skills with comfort making proactive outbound calls.
- Working knowledge of 401(k), 403(b), and related plan types; understanding of plan design concepts is a plus.
- Ability to manage competing priorities in a fast-paced, small-team environment.
- Proficiency with CRM systems and Microsoft Office (Excel, Outlook, PowerPoint).
- Self-motivated, organized, and comfortable owning tasks from start to finish.
- Professional, positive, and advisor-focused communication style.
- Comfortable collaborating across teams while working with a high level of independence.
- Curious, coachable, and eager to deepen retirement plan expertise.
- Thrives in a small firm where flexibility and initiative are key.
Pay Transparency Statement:
The anticipated pay range for this position is $70,000-$75,000 annually, (plus potential commission/bonus opportunities).
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited PTO – Competitive paid time off, including flexible unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, more.
**Specific benefits and programs may vary by partner and position.
