Retirement Plan Wholesaler

Dallas, TX

Posted: 08/13/2019 Industry: Employee Benefits & Retirement Services Job Number: PK-8/13 Pay Rate: $80,000 -110,000

Job Description

I have a client that is looking for an experienced retirement plan wholesaler. They would be responsible for covering a 6 state territory while working remotely. The target market is up to $20 million in assets. The expectations are to set up meetings with the advisers in the territory to promote the products and services of my client. FINRA licenses are not required!



Job Requirements

~ 5+ yrs. of retirement plan wholesaling experience; preferably up to $20 million in assets 

~ Someone who knows how to run a territory

~ ERISA knowledge or a previous pension administration background is very helpful

~ AIF or ASPPA credentials are required 



Meet Your Recruiter

Pat Kilcoyne
Senior Partner

One of Mark Twain's quotes, "Find a job you enjoy and you will never have to work a day in your life" pretty much summarizes my career at CPS, Inc. I have the privilege of putting the puzzle pieces together for a candidate's career aspirations and a company's hiring needs. Each piece has to fit perfectly in order for it to be a complete match. I love the challenge!

My areas of expertise include Retirement Plans (DC, DB Non-qualified) and Wealth Management. I work with individuals that serve as Administrators to people that are in a Supervisory or a Sales/Service capacity. Our assignments cover the entire United States.

Outside of the office, I love to spend time with my family, play ice hockey or golf and listen to music.

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.