Note: The job is a remote job and is open to candidates in USA. Verdara provides retirement plans for mission-driven workforces, particularly focusing on charter schools. They are seeking a New Business Sales Representative to help prospective clients adopt a pooled employer retirement plan, guiding them through a structured sales process and collaborating with a supportive team.
Responsibilities
- Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients
- Proactively identify and engage prospective clients through networking, referrals, and warm and cold direct outreach to retirement plan operators, HR professionals, CFOs, and plan sponsors
- Consult with organizations to assess their existing retirement plan and present industry-specific solutions that align with their fiduciary obligations and objectives
- Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth
- Collaborate with internal teams and external vendors, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience, always seeking net new business opportunities
- Present the benefits of a pooled employer retirement plan in a clear, concise and practical way
- Manage opportunities through the early stages of the sales cycle with guidance and support
- Collect data points from the Form 5500 and compose presentations in preparation for sales discovery calls
- Track outreach, pipeline, and next steps accurately in a CRM
- Work closely with nationwide teammates and vendors across sales, operations, tech and client success to ensure smooth onboarding for new clients
- Cultivate warm client relationships in preparation for discovery calls with the broader sales team
- Actively participate in industry events, networking opportunities, and marketing initiatives to increase brand visibility and attract new clients
Skills
- Experience selling retirement plans or related financial products
- Early-career to mid-level sales experience, including prospecting and closing
- Comfort using CRM tools; HubSpot experience is a plus
- A data driven expert who can mine for meaning in customer-specific data sets and tell a story through PowerPoint
- Strong work ethic and willingness to learn
- Ability to work independently in a fully remote environment
- Team-oriented mindset with a positive, professional attitude
- Clear communication skills and attention to detail
- A positive attitude and a winsome personality
- A passionate commitment to building a company
Benefits
- Generous retirement package
- Healthcare options
Company Overview
Verdara is a retirement alliance built to serve the people who serve our communities. It was founded in 2025, and is headquartered in New York, New York, US, with a workforce of 11-50 employees. Its website is https://verdara.org.
Apply Now