Houston, TX | Work from home flexibility

Posted: 09/14/2023 Industry: Employee Benefits & Retirement Services Job Number: 6.16 3 KEF Pay Rate: $60,000 - $140,000 Experience: 2+ Years

Job Description


Looking to add an experienced Retirement Plan Advisor to our dynamic sales team to drive revenue in the mid-market Institutional Retirement Plan space.

  • Execute a multi-faceted sales plan to attract and close business within the mid Retirement Plan market
  • Identify, qualify, and sell target organizations to meet/exceed annual goals
  • Use a consultative approach to setup and conduct sales meetings with prospects
  • Build collaborative relationships with the key decision-makers within the target organizations
  • Work closely with a team of consultants and analysts to collaboratively develop solutions that will move prospects through the sales process and win the sale
  • Identify cross-sell opportunities



Job Requirements


Ideal candidate will have:

  • 2+ years of track record of B2B sales and/or employer-sponsored retirement plans industry direct sales
  • FINRA Series 6, 7, 65 or 66 license (or ability to obtain within 90 days of hire)
  • Financial services industry designation (highly preferred), e.g.  AIF, AIFA, CFP, CHRC, CPFA, QPFC
  • Winning attitude and strong desire to win
  • Ethical, client-centric, and regulatorily compliant




Meet Your Recruiter

Kristine Fornek
Senior Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions.  We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates.  There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career.  I LOVE making those connections!  

HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.

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