Retirement Plan Sales Consultant
Seattle, WA
Business Development /
Full-time /
On-site
Ready to make a meaningful impact?
At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.
We’re adding a talented B2B sales expert who is motivated to sell Brighton Jones’s Retirement Plan Advisory Services to companies and organizations.
Who is our ideal candidate? A savvy hunter who comes from a background in retirement plan, payroll, finance, benefits, or other high-level business to business sales. A motivated, proven salesperson who sees the big picture and understands what it takes to prospect, drive the sales process, and be an individual contributor. You work directly with CFOs, COOs, Presidents, and VPs of HR and understand the sophisticated, sometimes complex, nature of the sales process and sales cycle. Above all else, you believe in collaboration and team selling.
Take our Values in Action Self-Assessment to see how our values align!
Your Role:
- Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline.
- Collaborate and partner with existing Advisors to manage plans and work with internal Teams/Advisors to mine existing and prospective clients.
- Sell to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process.
- Develop and maintain relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers.
- Utilize Salesforce for opportunity updates, tracking, reporting, and self-management.
- Set appointments, prepare, and present sales presentations across all levels from staff to C-suite executives.
- Attends industry or relevant targeted prospect events.
- Travel domestically throughout the territory to meet with prospects.
Your Experience:
- Bachelor’s degree preferred.
- 4+ years of outside B2B sales experience with a demonstrated proficiency in selling and presentation skills, prospecting, and territory management.
- Series 65 (or equivalent) required. Ability to obtain within 90 days of hire.
- Experience selling at the VP, Business Owner, CFO, COO, and CEO levels; preference given to candidates with Financial, Insurance, Benefits, or BPO Sales Experience.
- Ability to work independently as well as collaboratively with a team.
- Possesses a deep understanding of the sales process and sales lifecycle.
- Exhibits excellent time management skills, is a self-starter, and achieves goals with minimal direction and supervision.
- Thrives in a competitive sales environment; remains composed under pressure and is motivated by achieving and exceeding goals.
- Demonstrated ability in lead generation, with an assertive, positive, and persistent approach.
- Effective communication skills: ability to communicate through all mediums (verbal, listening, written).
- Demonstrates business maturity, is personally impactful, and exhibits behavior consistent with Brighton Jones' values.
- Baseline proficiency in Microsoft Office Suite products required (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred.
- This role is a full-time and exempt position.
- The application window will remain open until the role is filled.
Compensation:
- Targeted base salary range is $80,000 - $120,000/year. Quarterly commission tied to new retirement plan revenue. Unlimited upside. Actual compensation will depend upon an individual's skills, experience, qualifications, and other relevant factors.
- Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
