Sales Consultant, Retirement Services
ADP Retirement Services is hiring a Sales Consultant.
- Are you a strategic thinker who can translate retirement plan design, pricing, and product details into clear guidance for sales teams and prospective clients?
- Does the idea of partnering with Sales, Alliance Partners, and Financial Advisors to structure competitive solutions and navigate complex opportunities excite you?
- Are you looking for an inclusive environment with a culture of collaboration and belonging?
In this position, you will serve as a subject matter expert supporting ADP’s Sales Force, Alliance Partners, and Financial Advisors with guidance on fee discounts, start date exceptions, product exceptions, process exceptions, product capabilities, plan design, and ERISA/IRS/DOL rules. You will also participate in prospective client conference calls and finalist presentations, provide technical analysis of current plan design against ADP’s offerings, and help drive strong sales outcomes through education, pricing strategy, and solution design.
To thrive in this role, you will build credibility through your retirement services expertise, consultative approach, and ability to navigate complex client and internal stakeholder needs with clarity and confidence.
WHAT YOU’LL DO: Responsibilities
What you can expect on a typical day:
- Sales Force Consultation & Support Serve as a primary advisor to the Retirement Services Sales Force on fee discount requests, product capabilities, exceptions, plan design, platform limitations, and regulatory requirements (ERISA/IRS/DOL).
- Pricing Strategy & Deal Structuring Lead pricing analysis, including deal structuring based on factors such as current participant counts, assets, payroll alignment, etc.
- Plan Analysis & Solution Design Conduct technical evaluations of prospective client plans, identify plan document “knock-outs,” and align client needs with internal product offerings.
- Sales Enablement & Education Deliver ongoing education and updates to the sales force on product capabilities, sales processes, regulatory changes, and new offerings.
- Reporting & Proposal Development Produce SLICE reports and Plan Economic Reports to support prospect evaluation, proposal development, and financial positioning.
- Sales Process Execution Manage required sales documentation, and support deal navigation.
- Sales Process Execution & Prospect Engagement Manage required sales documentation, support deal navigation, and possibly participate in prospect calls and finalist presentations.
- Multi-Unit Opportunity Support & Pricing Strategy Partner with Sales and leadership to navigate complex multi-unit opportunities, aligning pricing structures and product capabilities to deliver competitive, scalable solutions.
- Cross-Functional Project Leadership & Process Enhancement Act as a project manager beyond core responsibilities to drive process improvements, partnering with sales, product, and leadership to enhance efficiency, increase competitive insights, and deliver scalable solutions and content across internal teams.
TO SUCCEED IN THIS ROLE:
Requirements
- 5+ years of directly related experience
- Ability to change direction of presentation and read audience.
- A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:
- Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.