Retirement Sales Representative

San Francisco, CA | Work from home flexibility

Posted: 11/28/2023 Industry: Employee Benefits & Retirement Services Job Number: RC23.4.21.5 Experience:

Job Description

Retirement Sales Representative

We are seeking a Retirement Sales Representative to join our team. The successful candidate will be responsible for promoting and selling retirement plans to companies and individuals, as well as providing ongoing support to clients to help them meet their retirement goals.


  • Identify and develop new business opportunities through cold calling, networking, and referrals
  • Meet with prospective clients to educate them on the benefits of investing in a retirement plan and the importance of retirement planning
  • Provide guidance and support to clients in selecting the best plan options based on their investment objectives, risk tolerance, and financial goals
  • Work closely with our team of advisors, plan administrators, and investment managers to develop customized retirement plans for clients
  • Provide ongoing support and guidance to clients to ensure they are meeting their retirement goals and objectives
  • Stay up-to-date on industry trends, regulatory changes, and market conditions to provide the most accurate and relevant advice to clients
  • Build and maintain strong relationships with clients to ensure long-term retention


Job Requirements


  • Minimum of 2 years of experience in retirement sales
  • Strong communication and interpersonal skills
  • Thorough understanding of retirement planning and investment management
  • Ability to work independently and as part of a team
  • Relevant industry certifications such as Series 6 and 63 licenses are preferred

We offer a competitive salary, commission, and benefits package, as well as ongoing training and development opportunities. If you are interested in this exciting opportunity, please submit your resume for consideration. We look forward to hearing from you!

Meet Your Recruiter

Rodney Castor

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