Series 65 Licensed Retirement Advisor

Job Summary

A company is looking for a Retirement Plan Advisor, Sales.

Key Responsibilities

• Develop new business and contribute to sales efforts by offering fiduciary guidance to Plan Sponsors
• Build relationships with current and prospective clients to educate them on the company's services
• Identify business opportunities and maintain professional knowledge through networking and educational workshops

Required Qualifications, Training, and Education

• Bachelor's degree from an accredited College or University or equivalent work experience
• 5+ years of sales experience in retirement, advisory, and compliance services
• Previous sales and retirement knowledge required
• Licensed (Series 65) and Life, Accident, and Health
• Proficient in Excel, Word, PowerPoint, and ability to learn different software packages