NE Licensed Regional Wholesaler

Job Summary

A company is looking for a Regional Wholesaler, Distribution - Retirement Solutions.

Key Responsibilities

• Drive retirement plan sales by promoting defined contribution and defined benefit products to advisors
• Build and establish relationships with unassigned financial advisors in the Northeast region
• Manage sales activities and performance metrics

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience
• Advanced knowledge of plan design, business unit products, and competitors
• Minimum of 2 years of retirement sales experience with in-depth knowledge of retirement products
• Ability to travel as required
• Licenses required within 5 months: FINRA Series 6, Series 63, and Resident Life and Health appointment