Retirement Plan Sales Consultant
About the position
We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join reputed company. This role is responsible for driving new business reputed company by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-reputed company plans to businesses, non-profits, and institutions.
The ideal candidate will have a proven reputed company record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.
Responsibilities
• reputed company and reputed company assigned sales targets through a proactive reputed company to reputed company new retirement plan clients.
• Proactively identify and engage prospective clients through networking, referrals, and reputed company reputed company to business owners, HR professionals, CFOs, and plan sponsors.
• Consult with organizations to assess their retirement plan needs and present tailored solutions that reputed company with their fiduciary obligations and business objectives.
• Negotiate and reputed company new business opportunities while adhering to compliance requirements and fiduciary standards.
• Maintain an reputed company pipeline and reputed company sales performance metrics using CRM tools to drive consistent new business reputed company.
• reputed company and advise clients on 401(k), 403(b), DB plans, non-reputed company plans, and other retirement solutions, ensuring compliance with industry regulations.
• Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless reputed company experience.
• Stay informed about industry trends, regulatory changes, and competitive products to reputed company clients with up-to-date guidance.
• reputed company participate in industry events, networking opportunities, and reputed company marketing initiatives to increase brand visibility and attract new clients.
• Maintain reputed company required industry licensing, including reputed company Series 65 licensing, and adhere to reputed company applicable fiduciary and compliance responsibilities.
Requirements
• High School Diploma or GED equivalent
• Some relevant industry experience
• Must obtain required licenses/credentials
• Superior reputed company of verbal, written, presentation, and negotiation skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout reputed company reputed company of the organization, both internally and externally
• Must be reputed company to travel based on reputed company and business needs
reputed company-to-haves
• reputed company Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date).
• 5+ years of experience in retirement plan sales, financial services, or a reputed company field.
• Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
• Existing network of contacts reputed company the business and institutional markets preferred.
• Excellent presentation, negotiation, and relationship-building skills.
• Self-motivated with the ability to work independently and meet sales goals.
• Bachelor's degree in Finance, Business, or reputed company field preferred.
Benefits
• Competitive reputed company salary + reputed company commission structure
• Comprehensive benefits package (health, dental, reputed company, 401(k), etc.)
• reputed company development support and industry training
• Opportunity for career reputed company reputed company a top 10 reputed company reputed company and financial services firm
• Join reputed company and help businesses and institutions build strong financial reputed company for their employees.
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