Regional Sales Consultant: FuturePlan is Hiring Remote

FuturePlan, the nation’s largest third-party administrator of retirement plans backed by Ascensus, is offering an outstanding remote job opportunity for a Regional Sales Consultant in New York. This is a unique hybrid role combining internal sales support with external territory sales responsibilities, perfect for ambitious professionals who want to drive retirement plan sales growth while working remotely with flexibility.

In this role, you will split your time between supporting Regional Vice Presidents as a Business Development Consultant (approximately 50%) and actively cultivating new business as a sales professional with your own personal sales target (approximately 50%). The position involves developing relationships with financial advisors, wholesalers, and DCIO firms, while providing strategic guidance and facilitating retirement plan solutions across your territory.

The ideal candidate brings 6+ years of sales experience in retirement plan services or financial services with a proven track record of success. You will have opportunities to expand the FuturePlan footprint, work with industry-leading retirement solutions, and advance your career in one of the most respected firms in the retirement services industry while enjoying remote work flexibility and comprehensive benefits.

Key Responsibilities

Business Development Consultant Capacity (50% of time)

• Support overall sales growth and drive activity within assigned territories supporting dedicated Regional Vice Presidents
• Communicate and drive activity to develop new and cultivate existing partnerships with advisors, wholesalers, DCIO firms, and clients
• Lead sales initiatives for advisors and centers of influence within assigned states and facilitate direct desk-to-desk sales opportunities
• Conduct sales and product presentations to all intermediary channels
• Provide coaching and guidance to the overall Sales Team on best practices and strategies
• Continuously develop market knowledge and understanding to drive activity supporting business development consultants’ business plans
• Help coordinate, support, and facilitate advocacy for local industry events to expand relationship building and drive new business
• Leverage FuturePlan’s innovative tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity
• Support the Sales Consultant team by enhancing productivity and establishing proactive engagement models with influencers
• Measure, monitor, and support progress toward business development initiatives while assisting in meeting sales goals
• Create and facilitate delivery of proposals to required parties and manage sales lifecycle of business pipeline
• Provide plan design consultation support and identify opportunities for business partners to close more business
• Partner with onboarding team to enhance customer experience during sales process at various stages

Regional Vice President Capacity (50% of time)

• Actively cultivate new business and sell to advisors and partners in territory with personal sales target
• Create new relationships and cultivate existing connections with financial advisors to expand FuturePlan footprint in territory
• Discuss industry trends with financial advisors and assist with needs analysis to ensure appropriate solutions
• Maintain strong knowledge of key competitors with ability to highlight FuturePlan’s competitive advantages
• Establish and maintain productive working relationships with financial advisors with goal of earning their retirement plan business
• Discuss operating expenses of investment products and impact of share classes on overall service costs
• Assist existing employers and financial advisors in retention of current business as needed
• Build strong working relationships with DCIO firms in region to promote solutions to financial advisors

Requirements

Education

• Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience

Professional Experience

• 6+ years of experience in sales, retirement plan services, or financial services
• Proven successful sales experience (internal or external) of retirement administrative services
• Customer service focused with track record of building and maintaining client relationships

Technical Skills

• Comprehensive knowledge of retirement plans with understanding of IRS and ERISA regulations
• Working knowledge of 401(k), 403(b), defined benefit, and cash balance plans
• Proficient in CRM systems and Microsoft Office Suite
• Ability to effectively render sound advice and judgment within company guidelines and ERISA rules

Soft Skills

• Strong communication, organization, and relationship-building skills
• Highly motivated self-starter with collaborative mindset
• Comfortable working in hybrid environment with remote flexibility
• Excellent analytical and problem resolution skills
• Ability to work well under pressure with multiple priorities and deadlines
• Strong work ethic and solutions-oriented approach
• Excellent presentation skills for client-facing interactions

Benefits & Perks

FuturePlan and Ascensus are committed to providing comprehensive benefits and support for employee wellbeing and professional growth.

• Competitive Salary – Market-rate compensation based on experience, performance, and location
• Health Insurance – Comprehensive medical, dental, and vision coverage
• Retirement Benefits – 401(k) plan with company contributions
• Paid Time Off – Vacation, sick leave, and holiday pay
• Remote Work Flexibility – Work from home with hybrid arrangements available
• Professional Development – Access to training, industry expertise, and career advancement opportunities
• Innovative Tools & Resources – Best-in-class technology and resources to support your success
• Equal Opportunity Employer – Inclusive workplace committed to diversity
• Career Growth – Clear advancement paths within one of the largest retirement services firms

About FuturePlan and Ascensus

FuturePlan is the nation’s largest third-party administrator of retirement plans, partnering with financial advisors in all 50 states. The company delivers an exceptional combination of high-touch personalized service from local TPAs backed by the strength, security, and resources of Ascensus, a large national firm. FuturePlan’s roots extend back decades, with nearly 30 outstanding legacy firms now united to deliver unmatched levels of service, innovation, and expertise to a rapidly growing client base from coast to coast.

The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA legal teams. This depth of expertise enables FuturePlan to provide comprehensive retirement plan solutions that meet the diverse needs of employers and participants across the country. The company’s commitment to excellence has positioned them as a trusted partner for financial advisors seeking reliable, compliant, and innovative retirement plan administration.

Ascensus, FuturePlan’s parent company, is a leader in retirement and college savings solutions, serving millions of accounts with dedication to operational excellence and customer success. The company is proud to be an equal opportunity employer, providing employment opportunities without regard to ancestry, race, color, religion, sex, gender, national origin, age, disability, marital status, military status, genetic information, sexual orientation, or any other protected status in accordance with applicable laws.

The Regional Sales Consultant Role in Today’s Remote Work Market

Retirement plan sales roles have evolved significantly with hybrid and remote work models becoming standard in financial services. The retirement services sector particularly values sales professionals who can blend internal support functions with external relationship building, providing both strategic coordination and direct revenue generation. Demand for experienced retirement plan sales consultants continues to grow as employers increasingly seek specialized third-party administrators for their 401(k) and 403(b) plans.

According to recent compensation data, regional sales consultants in retirement services typically earn between $70,000 and $110,000 in base salary, with total compensation including commissions and bonuses often reaching $120,000 to $180,000 or more for successful performers. Career advancement opportunities include senior sales roles, regional vice president positions, sales management, or specialized paths in key account management, national sales, or business development leadership within the growing retirement services industry.

Insider Tips for Applicants

Emphasize Your Dual Capability

This unique hybrid role requires both internal support skills and external hunting abilities. Demonstrate your versatility by providing specific examples of when you’ve successfully supported other sales professionals while also carrying your own quota. Explain how you balance these dual responsibilities, showing that you understand the role requires both collaborative team support and independent revenue generation, which is relatively uncommon in sales positions.

Showcase Your Retirement Plan Expertise

FuturePlan requires comprehensive knowledge of 401(k), 403(b), defined benefit, and cash balance plans, plus understanding of IRS and ERISA regulations. Even if you’re still developing expertise in some plan types, demonstrate your foundation in retirement plan administration, compliance requirements, and fiduciary responsibilities. Provide examples of complex plan designs you’ve worked with or regulatory challenges you’ve navigated, showing your ability to serve as a trusted advisor to financial professionals.

Demonstrate Financial Advisor Relationship Skills

Since 50% of the role involves directly selling to financial advisors in your territory, emphasize your experience building and maintaining advisor relationships. Share specific examples of how you’ve earned advisor trust, demonstrated competitive advantages in crowded markets, and collaborated with DCIO firms or wholesalers. FuturePlan advisors need consultants who can speak their language and understand the dynamics of advisor practices, so showcase this specialized relationship-building capability.

Frequently Asked Questions

How does the 50/50 split between BDC and RVP responsibilities actually work?

This hybrid structure means you’ll spend approximately half your time supporting Regional Vice Presidents by coordinating proposals, conducting presentations, managing pipeline, and facilitating sales processes (BDC role), while the other half involves actively prospecting, building your own advisor relationships, and closing deals with your own sales target (RVP role). This provides excellent training and exposure to different aspects of retirement plan sales while allowing you to build your own book of business simultaneously.

What is the territory for this New York-based position?

The position is listed as “Remote, New York,” indicating your territory likely covers New York state or a region including New York. While you can work remotely, the role requires building relationships with financial advisors in your assigned geography, which may involve occasional in-person meetings, advisor visits, or industry events in your region. Specific territory boundaries and expectations should be clarified during the interview process.

What are the internet and workspace requirements for this remote position?

Ascensus requires an uninterrupted virtual workspace with family care in place during business hours, plus internet speeds of 25 Mbps or better for individual use (stronger if multiple people share the connection). You’ll need a professional home office environment suitable for client calls and video meetings. These requirements ensure you can effectively perform both the internal coordination work and external sales activities that comprise this hybrid role.