San Francisco, CA | Work from home flexibility Posted: 01/24/2024 | Industry: Employee Benefits & Retirement Services | Job Number: 1.24 2 KEF | Pay Rate: $90,000 - $130,000 | Experience: 5 years or greater Job Description RETIREMENT PLAN ADVISOR Experience: 3+ years in Retirement Services industry (specifically with Institutional Retirement Plans) Licensing: FINRA Series 6, 7, 65, or 66 preferred Professional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance. Responsibilities: Sell consulting and fiduciary services in the retirement space Provide expert advice on plan governance Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc. Collaborate with clients to understand their unique needs and objectives Build a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new business If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply. Job Requirements Qualifications: 3+ years of experience in the Retirement Services industry FINRA Series 6, 7, 65, or 66 licensing preferred Professional designations such as AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent Proven track record in B2B sales within the retirement space Strong communication and interpersonal skills Desire to win! #J-18808-Ljbffr CPS Inc
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