Retirement Plan​/Sales Advisor

Overview

Salaried Financial Advisor / Retirement Plan Sales Consultant. Are you tired of commission only positions? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Are you looking to become a specialist instead of a generalist? This might be the opportunity for you. There is a retirement plan sales position for a local organization with a focus on selling advisory services to businesses.

This role requires a FINRA Series 65 or 66 and the ability to travel regionally. The right candidate for this position will be knowledgeable and passionate about selling retirement plan products to businesses. This position has a base salary, benefits and an uncapped incentive compensation program that will be tied into the amount of plan revenue brought in. You will be able to work independently in order to build business and while there is an office to call home, your work week will be decided by appointments and client needs.

• Sell retirement plan advisory services to businesses.
• Travel regionally to meet client needs and manage accounts.
• Build a book of business and work independently to generate plan revenue.

• FINRA Series 65 or 66 license.
• Ability to travel regionally.
• Knowledgeable and passionate about selling retirement plan products to businesses.

Base compensation: $100,000 - $150,000 plus incentive compensation, benefits, and equity potential