Retirement Sales Lead

Job Description

Job Description

Our client in the Somerset area is looking for a strong, standalone Salesperson for their team. This role will be hybrid (3 days in, 2 days work from home), Monday-Friday with standard business hours (8-5pm). This role offers benefits (medical, dental, vision, and 401k). Depending on experience, this role can pay within the range of $130-145k base plus bonus incentive. This is an excellent opportunity for someone who is hungry to win new business, energized by sales, and eager to learn. The ideal candidate is a natural salesperson who enjoys building relationships, identifying opportunities, and turning prospects into new clients. Industry experience is not required—we are more interested in someone with strong sales ability, a positive attitude, and the motivation to succeed.

What You'll Do

• Prospect for and develop new business opportunities through outbound sales, networking, referrals, and relationship building.
• Build and maintain strong relationships with prospective and existing clients.
• Identify client needs and effectively communicate solutions and value.
• Manage the sales process from initial outreach through closing.
• Bring a fresh perspective, creative ideas, and a proactive approach to growing the business.
• Collaborate with internal teams to ensure a strong client experience.
• Continuously learn the industry, services, and market to become a trusted resource for clients.

What We're Looking For

• Proven sales ability with a strong focus on generating new business.
• Genuine enthusiasm and passion for sales.
• A hunter mentality—someone who is motivated by prospecting, building relationships, and closing business.
• Strong communication, networking, and relationship-building skills.
• Highly motivated, self-driven, and comfortable working independently.
• Willingness and eagerness to learn a new industry and develop product knowledge.
• Ability to think creatively and bring a fresh perspective to the sales process.
• Strong follow-through, organization, and persistence.

Industry Experience That Could Transfer Well

Industry experience is not required , but candidates with backgrounds in the following areas are encouraged to apply:

• Third-Party Administrators (TPAs)
• Actuarial Firms/Retirement Plan Recordkeepers
• 401(k) / Employee Retirement Services
• Wealth Management / Investment Management / Asset Management
• Financial Advisory
• Life Insurance
• Accounting / Tax
• Banking / Financial Services
• Investment / Brokerage Firms

Why This Opportunity?

This is a great opportunity for a high-energy salesperson who wants to make an impact . The company is looking for someone who isn't afraid to pick up the phone, build relationships, create opportunities, and go after new business . If you're competitive, curious, coachable, and motivated by the opportunity to grow, we'd love to hear from you.

The ideal candidate is a natural salesperson who enjoys building relationships, identifying opportunities, and turning prospects into new clients. Industry experience is not required—we are more interested in someone with strong sales ability, a positive attitude, and the motivation to succeed.