Internal Wholesaler, Retirement Administration, (APC)

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. 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.