Retirement Plan Specialist - Inside Sales

Job ID:
Albuquerque, NM
Banking, Finance
per year
Zip Code:
Employment Type:
Full time

Job Description:

Retirement Plan Specialist - Inside
SalesSPECIALIZED IRA SERVICES - Albuquerque, NM 87110
$35,000 - $80,000 a year

About Us
At Specialized we believe its every Americans' right to be
financially free. We are empowering 250,000 everyday Americans to
achieve financial freedom by implementing Self-Directed Retirement
Account Strategies which will positively impact 10 million people's
lives. We are growing exponentially and will custody over $10
Billion in assets to help our clients achieve this goal. What makes
this possible are the solutions we pioneer and deliver comprised of
service, education and resource's which compels us to be the
Champion of our industry.
Specialized IRA Services (SIS) is a boutique financial firm
acting as an administrator of tax advantaged accounts for clients
who want control over their retirement account and are pursuing a
path of financial freedom. SIS empowers clients to pursue
alternative investment strategies that can allow more
predictability, consistency and security in their investment
portfolio. Clients often invest in assets such as real estate,
trust deeds, tax liens, FOREX; generally anything that is
permissible under IRA regulations.
SIS is results driven and offers a fun yet demanding work
environment. SIS places a high value on team members who are as
committed as we are, to performing at the highest standards to
ensure that SIS is the champion in the self-directed retirement
industry. Associates who join our team have the opportunity to grow
with the company and have a major impact on many facets of the
As a Self Directed Specialist you will have the opportunity to
educate prospects of SIS on all aspects of self-directed retirement
investing and offer SIS products and services to assist clients to
achieve their goals.
Job Summary
The Inside Sales - Retirement Plan
Specialistposition is responsible for attaining direct
sales revenue goals and objectives through the establishment of
self-directed retirement accounts & educational products. Closing
abilities and personality are mandatory. Responsibilities include
educating clients on self-directed IRAs and other accounts,
alternative investments such as real estate, relationship
management, as well as execution and follow through establishing
the accounts. This position will drive sales growth through
exemplary communication, execution, and follow through with clients
via phone and in-person. Plenty of internal growth opportunities
and earning potential of $80k+/year including hourly wage & full
Responsibilities and Duties
Essential Functions

Proactively make outbound sales calls to prospective clients of
SIS generated from events, internet marketing and referral
Take inbound calls from prospective clients.
Overcome objections and favorably position SIS products and
services on the phone.
Cross-sell other accounts and services and offer upsells such
as Specialized Black, Platinum Service.
Build and manage relationships with referral sources.
(investment sponsors, speakers, promoters, advisors) to generate
referrals to SIS.
Ability to sell & educate on self-directed retirement accounts
with proficiency and business acumen.
Deliver consistent results in respect to sales and revenue
goals set.
Submit completed & accurate new account packets to operations
to establish accounts.
Tracking to progress of your sales account open pipeline
including, but not limited to revenue.
Follow up on proper forms & supporting documents in a timely
Take initiative and grow within the team.
Weekly sales progress reports, special projects, projections, &
Enter new customer data and other sales data for new and
current customer into Specialized IRA Services' delegated
Continuing education & training required.
Solves problems & responds to potential & current clients in an
expeditious fashion.
Keeps Vice President of Business Development informed of
progress & results on a regular basis
Other duties may be assigned.
Strictly adheres to all laws and Specialized IRA Services
policies regarding the interaction with potential & current
clients, affiliates/vendors, account process and procedures,
ethics, expense reporting, sales activities, and training.
Ensures that each prospective and existing client receives
outstanding customer experience.

SECONDARY Essential Functions

You will prepare a 30 second to 2 minute elevator speech ready
to deliver to the audience to demonstrate how SIS's services tie
into the event.
Stage (group) presentations 30 minutes to 60 minutes.
Deliver webinars (online presentations) via
Special projects come up from time to time and can include such
things as build / update sales presentations, work on marketing
campaigns, work on new products and refine sales processes.


Travel is expected to be 25% of ones time.
Travels to and attends events, trade shows, conventions, and/or
company mandatory meetings where you will represent Specialized IRA

Other Duties
Please note this job description is not designed to cover or
contain a comprehensive listing of activities, duties or
responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time
with or without notice.
Position Type/Expected Hours of Work
This is a full-time position and hours of work and days are
Monday through Friday 8:00 am to 5:00 pm. Occasional evening and
weekend work may be required as job duties & travel demand.
Qualifications and Skills
Education & Background

Proven sales track record with 3 to 5 years selling
Telemarketing, trade show, platform, or seminar selling
experience is plus.
Some experience in the customer service industry
Financial services, real estate, or other related experience or
related field is favorably looked upon.
3-5 years' experience in management and/or leadership
Bachelor's degree preferred


Strong Sales and Communication Skills
Relentless Work Ethic & Time Management Skills
Teamwork & Leadership abilities
Proficient in Excel, Outlook, Power Point, & CRM experience
Work weekend & evening events.
Must have a valid driver's license and active vehicle insurance
Able to work efficiently and autonomously with little direction
when outside of office environment.
Required to attend meetings, events, and other training as
Position is located at Specialized IRA Services headquarters in
Albuquerque, NM

Work Environment
This position operates in a professional office environment.
This role routinely uses standard office equipment such as
computers, phones, photocopiers, filing cabinets and fax
While Specialized IRA Services embodies professionalism and
service, we want to incorporate an enjoyable and productive
lifestyle. Our office space is friendly, fun, and comfortable.
Specialized IRA Services offers a competitive benefit package and
staff that encourages a healthy lifestyle, inside and outside of
the office.
Application Questions- Edit
You have requested that Indeed ask candidates the following

How many years of financial services or real estate experience
do you have?
How many years of Selling experience do you have?
Are you in Albuquerque, NM 87110?

Job Type: Full-time
Salary: $35,000.00 to $80,000.00 /year

selling: 3 years

Billing cycle:


Sales cycle:

Short or transactional (less than 90 days)

Typical deal size:


Sales environment(s):

Sales floor
Trade shows

Onboarding time:

Less than 1 month
Company Info
Specialized IRA Services