The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company announced today the promotion of Sara Stiles to Regional Sales Consultant (RSC). Sara will be responsible for partnering with financial advisors and wholesalers in MO, OK, AR, NE, and IA and KS; to design and implement optimal retirement plans for privately-held businesses.
“I’m excited to further my passion of supporting financial advisors through consulting as a representative of TRA, and to share the breadth of TRA’s capabilities with my valuable network of advisor and wholesaling partners. While working on the Internal Sales team during my first year here I’ve been impressed with our forward-thinking leadership team, who is committed to constantly evolving to meet the ever-changing needs of our clients”, said Stiles. “Not only am I proud to represent a company with a deep (and growing) bench of niche experts, TRA has integrity and the scalability to offer some of the most competitive pricing out there.”
Stiles brings over 15 years of broad experience in retirement and financial services, 9 of which were spent as a Financial Advisor. Prior to her Internal Sales position at TRA, she was a field sales rep for Principal Financial Group, specializing in consulting on 401(k), Tax-exempt, Defined Benefit, Non-qualified, and ESOP plans.
"With her expertise in retirement plan sales strategy, advisor practice management, marketing and communications, Sara will enhance the service and support we're able to provide to our advisors in the region," said Schoneman. "Her background gives her great perspective on how financial professionals can effectively market their practice and best-serve their clients. Sara’s remarkable ability to build strong relationships and skill in finding clients the absolute best options is invaluable. Her innovative thinking and vision will continue to boost the strategic direction and growth of TRA.”
Sara received her undergraduate degree in Financial Management from Park University and her graduate degree in Personal Financial Planning from Kansas State University. She is a qualified candidate for the Certified Financial Planner (CFP)® designation and holds her Life, Health, and 7 and 66 NASD securities licenses.
About The Retirement Advantage, Inc.
TRA (tra401k.com), based in Wisconsin, is an independently owned third party administration (TPA) firm that specializes in the administration, consultation, compliance of retirement plans for privately held businesses nationwide. Currently TRA provides service to more than 7,500 plan sponsors, with more than $7 billion in retirement Assets Under our Administration (AUA). To learn more about our industry leading solutions, please visit our website.