Develops new business by wholesaling retirement plan record-keeping and third-party administration services to financial advisors across the Pacific Coast. Builds territories, advisor channels, referral partnerships, and qualified sales pipelines through prospecting and relationship development. Serves as a trusted advisor, qualifies opportunities, presents solutions, and manages long-term client relationships. Requires knowledge of defined contribution and defined benefit plans, ERISA, plan design, CRM tools, and strong communication skills.