POSITION OVERVIEW

MyPensionTree is seeking a high-caliber, motivated Inbound / Inside Sales Representative to join our growing team in Coral Gables, FL. In this role, you will be backed by a strong internal infrastructure that provides regular inbound leads—meaning your time will be spent interacting with interested prospects rather than cold-prospecting. We are looking for a consultative closer who can answer incoming calls from interested business owners, conduct deep-dive presentations on complex retirement strategies (specifically Cash Balance Pension Plans), and guide prospects through to contract completion. We welcome applicants with 2-5 years of experience, but are also actively considering senior, highly experienced pension sales professionals, with compensation scaled up to match advanced expertise.

CORE RESPONSIBILITIES

• Lead Management:

  Promptly handle incoming phone calls and inquiries from qualified inbound leads.

• Direct Consultations:

  Conduct professional virtual or in-person meetings with interested business owners and decision-makers.

• Warm-Calling Campaigns:

  Run targeted outreach to warm, company-provided leads who have shown interest but have not yet scheduled a formal consultation.

• Proposal Generation:

  Prepare detailed business proposals for prospects, collaborating closely with internal management and back-office technical support teams to ensure accuracy.

• Presentations & Technical Demos:

  Develop and deliver high-impact slide presentations that clarify complex financial concepts, specifically Cash Balance Pension Plans.

• Deal Closing & Onboarding:

  Confidently address prospect objections, successfully close deals, execute new business contracts, and facilitate a smooth handoff to the onboarding team.

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CRM Hygiene:

Diligently document all communications, pipeline updates, and client touchpoints within the company CRM database.

REQUIREMENTS & QUALIFICATIONS

• Experience Mandate:

  MUST have prior professional sales experience specifically selling retirement plans, such as 401(k) or pension plans.

• Service Mindset:

  MUST have a solid foundational background in customer service, displaying strong active listening and consultative communication skills.

• Closing Capability:

  Proven track record of successfully managing sales pipelines and closing high-value corporate B2B contracts.

• Campaign Execution:

  Comfortable driving warm outbound initiatives, managing sales volume, and maintaining an organized daily schedule.
• Industry Licenses (Preferred): Active financial industry licenses (e.g., Series 65, CFP, ChFC) or life insurance experience are considered a significant plus, but are NOT strictly required if you possess a strong sales track record in the retirement industry.

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Education:

Bachelor's degree in Business, Finance, or a related field is preferred. Must have experience in dealing with S Corps, Partnerships, Sole Proprietors, LLCs, and other tax related concepts such as social security tax and self-employment taxes. This position is for someone who wants to work in the retirement planning, 401k, Cash Balance pension plan industry.

WHAT WE OFFER

• Competitive base salary ($55k
• $75k+) tailored to your experience level.
• Lucrative, uncapped commission structure bringing expected total comp to $80k
• $120k+ (higher tiers available for senior hires).
• Robust pipeline of company-provided inbound leads.
• Full health benefits, 401(k) structures, and professional development support.
• Prime workplace location in the premium corporate hub of Coral Gables, FL.

Pay:

From $60,000.00 per year

Benefits:

401(k) Application Question(s): Do You have Sales Experience on Phone In Person or Zoom? Do you have experience working with retirement plans such as a 401k, Roth IRA, Cash Balance pension plan, defined benefit plan? Do you have experience working with S-Corporations?

Work Location:

In person