Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
Regional Retirement Consultant
Location
Arizona + 2 moreAll locations: Arizona, Illinois, Texas
Posted
6 days ago
Salary
$110K - $125K / year
Job Description
Job Requirements
- Bachelor’s degree in Business Administration, Finance, or a related field; a Master’s degree is preferred
- 5-10 years of proven experience in business development or sales within the retirement plan services or financial services industry
- Series 6 (or 7), 63, and 65 (or 66) licenses are required
- In-depth understanding of retirement plans, such as 401(k)s, Cash Balance, and Non-Qualified Plans, and relevant compliance regulations
- Exceptional communication, negotiation, and interpersonal skills
- Strong analytical and strategic thinking abilities, with a focus on client needs and business objectives
- Proficiency in Salesforce and Microsoft Office Suite
- Ability to work independently and as part of a team in a fast-paced environment
- Able to travel up to 40% of the time based on territory
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
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