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Retirement Sales Consultant

Retirement Sales Consultant

VirtualVocationsOntario, California, United States
8 days ago
Job type
  • Full-time
Job description

A company is looking for a Retirement Sales Consultant to support its Retirement Sales Distribution Division.

Key Responsibilities

Act as a resource on Defined Contribution (DC) and Stable Value Investment Only (SVIO) products for stakeholders

Build and maintain strong business relationships with sales clients to achieve sales goals

Manage the sales cycle, including generating proposals and preparing for finalist presentations

Required Qualifications

1+ years' experience in retirement plans or financial services

4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

FINRA S6 and S63 licenses required within 90 days of hire

Life & Health certification required within 120 days of hire

Experience with RFP / Finalist / Implementation processes for large market defined contribution offerings is a plus

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Retirement Consultant • Ontario, California, United States

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