Series 65 Retirement Plan Associate

Job Summary

A company is looking for a Retirement Plan Associate to engage potential clients and support lead generation efforts.

Key Responsibilities

• Prospect and nurture leads to drive revenue goals by scheduling meetings and closing customers
• Manage the sales funnel from start to finish, ensuring efficient client conversion
• Provide expert sales support and respond to inquiries related to retirement services and client opportunities

Key Requirements

• Bachelor's degree in business or a related field
• 4+ years of experience in retirement plan sales supporting institutional clients and/or Financial Advisors
• Solid understanding of retirement plans and related consulting services
• Series 65 required; CRPS or similar industry designation preferred
• Strategic thinker committed to driving client value and managing expectations