Retirement Plan Sales and Service Specialist

Orlando, FL | Fully Remote

Posted: 05/23/2023 Industry: Employee Benefits & Retirement Services Job Number: JJ3.7.22C Experience: Mid-Senior Level

Job Description

This position was put in place to assist the retirement Plan Advisors with their sales and event prospects.
It is a ground floor opportunity with no ceiling and the opportunity to grow into a retirement plan advisory or sales consultant position. 

This person does not have to be licensed but would earn the opportunity to obtain their Series 65 and other certifications if they wished.


Job Requirements

COMPENSATION Competitive hourly pay with incentive compensation that is uncapped. 

COMPANY OFFERS EMPLOYEES full benefits, longevity and is with an excellent, national organization that is committed to the industry.

BACKGROUND They are ideally looking for a financial college-degree professional who has some industry experience in banking, finance or the investment field.  


With many more details to discuss, I encourage you to apply today or reach out directly with your questions:


Meet Your Recruiter

Jasmine Laney
Executive Recruiter

I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.  

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