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Sales Consultant (Retirement Plan Software)
Sales Consultant (Retirement Plan Software)Actuarial Systems Corporation • Sylmar, CA
Sales Consultant (Retirement Plan Software)

Sales Consultant (Retirement Plan Software)

Actuarial Systems Corporation • Sylmar, CA
30+ days ago
Job type
  • Full-time
Job description

Apply for this position Please submit your resume to Position : Sales Consultant (Retirement Plan Software)

Location : [Remote / In-Office]

Reports to : Director of Sales

About Us :

Actuarial Systems Corporation (ASC) is a well established software company specializing in powerful solutions used for businesses administering retirement plans. Our products are highly technical and require a consultative sales approach.

Role Overview :

We are seeking a Sales Consultant to drive new business development and expand relationships with existing clients. This role requires a mix of technical expertise, consultative selling, and business acumen to identify client needs, present solutions, and close deals.

Key Responsibilities :

✅ New Business Development

  • Identify and engage prospective clients in the retirement plan administration industry.
  • Build and nurture relationships with key decision-makers.
  • Conduct in-depth needs assessments and schedule product demonstrations.
  • Develop and execute strategic sales plans to acquire new clients
  • Prepare and deliver fee quotes and licensing agreements

✅ Account Management & Upselling

  • Maintain relationships with existing clients, ensuring satisfaction and long-term retention.
  • Identify opportunities for upselling and cross-selling within current accounts.
  • Educate clients on new product features, enhancements, and industry trends.
  • Collaborate with customer success and support teams to drive adoption.
  • ✅ Consultative Selling & Industry Expertise

  • Develop a deep understanding of retirement plan administration and regulatory requirements.
  • Act as a trusted advisor to clients, guiding them through complex technical solutions.
  • Stay informed on industry trends, competitor offerings, and regulatory changes.
  • ✅ Collaboration & Reporting

  • Work closely with the Director of Sales to refine sales strategies and processes.
  • Provide regular updates on sales pipeline forecasts, and performance metrics
  • Utilize CRM to track leads, opportunities & contract statuses
  • Attend industry events, webinars, and networking opportunities to generate leads.
  • Qualifications :

  • ️ 3+ years of B2B software sales experience, preferably in financial services, retirement plan administration, primarily defined contribution and defined benefit plans
  • ️ Strong ability to explain complex technical products in a clear, business-focused way.
  • ️ Experience in consultative selling, solution-based sales, or enterprise sales.
  • ️ Proven track record of meeting or exceeding sales targets.
  • ️ Ability to manage long sales cycles and multiple decision-makers.
  • ️ Strong communication, presentation, and relationship-building skills.
  • ️ Familiarity with CRM tools and sales automation software.
  • Preferred :

    ➕ Experience selling to third-party administrators (TPAs), financial advisors, or firms managing retirement plans.

    ➕ Understanding of ERISA, compliance regulations, and industry best practices.

    Why Join Us?

    ASC places a high value on work-life balance and creating a positive, fun, and stable environment. Most staff have been with ASC for over 10 years, demonstrating the enjoyment they receive from being a part of the ASC team.

  • ???? Be part of a well-established company in a niche market with strong demand.
  • ???? Work with a highly technical and consultative sales model.
  • ???? Competitive salary, commission structure
  • If you wish to apply for this position, send your resume to

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    Sales Consultant Retirement Plan Software • Sylmar, CA

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