Position Summary:

This position is for a retirement plan sales consultant with several years of experience selling advisory consulting , third party administration or recordkeeping services. The ideal candidate will have a minimum of 3 years in retirement plan sales and/or 5 years in retirement plan sales support. This position requires someone who is driven and who is a self-starter with a proven track record of results. This individual should be able to excel in networking and building relationships and have excellent communication skills. There is a defined career path in this role for growth.

Core Responsibilities:

• Identify and develop new business opportunities in the retirement planning sector. Drive sales through proactive outreach, cold calling, networking, and client referrals. 
• Actively participate in industry events, seminars, and networking opportunities to expand your professional network and generate leads. 
• Stay up to date with the latest retirement plan products, services, and industry trends. Provide clients with informed recommendations based on current market conditions.
• Employ a consultative sales approach to understand client needs, present appropriate retirement plan solutions, and close sales. 
• Work closely with internal teams, including our dedicated retirement plan advisors, to ensure seamless service delivery and client satisfaction. 
• Adhere to all regulatory requirements and company policies in the sale of retirement plans. 

Qualifications Required:

• 3 years of experience in retirement plan sales or 5 years in the retirement plan business.
• Bachelor’s degree in business, Finance, or a related field preferred.
• ·Must possess either a Series 65 or 66. Certain certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) accepted in lieu of licensing.

Compensation:

$80K-100K+ base plus incentive compensation and benefits (first year compensation =150K+ / second year compensation = 200K-250K+ / third year compensation = 300K+)

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