What are the responsibilities and job description for the Retirement plan advisor position at CPS Inc?
Los Angeles, CA Work from home flexibility
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
Posted : 01 / 24 / 2024 Industry : Employee Benefits & Retirement Services Job Number : 1.24 1 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
- 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!
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Last updated : 2024-11-11
Salary : $90,000 - $130,000
