48 Jobs in Sarasota, FL
CPS is Hiring a Retirement Plan Advisor Near Sarasota, FL
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.
RETIREMENT PLAN ADVISOR
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!
Job Summary
Full Time
Retail
$58k-84k (estimate)
04/29/2024
06/28/2024
BELLEFONTE, PA
50 - 100
2015
TIMOTHY EDKIN
<$5M
Retail
Related Companies
The job skills required for Retirement Plan Advisor include Retirement Plans, etc. Having related job skills and expertise will give you an advantage when applying to be a Retirement Plan Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Retirement Plan Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Retirement Plan Advisor positions, which can be used as a reference in future career path planning. As a Retirement Plan Advisor, it can be promoted into senior positions as an Enrollment & Billing Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Retirement Plan Advisor. You can explore the career advancement for a Retirement Plan Advisor below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
