Collaborating with the Regional Retirement & SDBA Business Development Consultant, the full-time remote State Licensed Retirement Sales Consultant will drive growth by developing new opportunities, supporting advisor engagement, and managing the sales process for retirement plan solutions and Self-Directed Brokerage Accounts (SDBAs). Key responsibilities: Partner with the Regional Consultant to develop and execute a coordinated territory strategy, ensuring effective follow-up and communication Conduct proactive outreach to financial advisors to identify and develop new retirement plan and SDBA opportunities Maintain an accurate territory pipeline in Salesforce, tracking proposals and sales milestones while ensuring timely follow-up with advisors Required qualifications: Bachelor's degree in Business Administration, Finance, or a related field preferred 3-7 years of experience in retirement plan sales, financial services, internal wholesaling, or business development Knowledge of SDBAs and retirement plan recordkeepers is a plus Required licenses include SIE, Series 6, Series 63, and Series 65 or Series 7 and Series 66 Proficiency with Salesforce and Microsoft Office
State Licensed Retirement Sales Consultant in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.