Retirement Plan Advisor

RETIREMENT PLAN ADVISOR

$90,000 - $150,000 Base + Commissions

Experience: 3+ years in Retirement Services industry (specifically with Institutional Retirement Plans)

Licensing: FINRA Series 6, 7, 65, or 66 preferred

Professional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent

We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.

Responsibilities:

Sell consulting and fiduciary services in the retirement space

Provide expert advice on plan governance

Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.

Collaborate with clients to understand their unique needs and objectives

Build a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new business

If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.

#LI-KF1

RETIREMENT PLAN ADVISOR

$90,000 - $150,000 Base + Commissions

Qualifications:

3+ years of Institutional Retirement Plan sales experience, ideally out of an Advisory firm

FINRA Series 6, 7, 65, or 66 licensing preferred

Professional designations such as AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent

Proven track record in B2B sales within the retirement space

Strong communication and interpersonal skills

Desire to win!

#LI-KF1