Help smaller plans, who are typically underserviced, by offering a personalized and robust service typically reserved for much larger organizations. The small plan space is significant in size and scope, which represents a huge potential for the right candidate to sell our in-house service directly to company owners and decision makers. Join our 401(k) Solutions Group as a Retirement Plan Consultant and make an impact in the Retirement Plan Universe by helping distribute a new and unique 401(k) platform.
A Unique Platform ?
Our platform is specifically built for smaller retirement plans and aimed to provide a level of financial service above what is typically offered. We don?t have revenue sharing, so we can offer 0% fund fees. We have a marketing team who will produce and distribute targeted and direct marketing to drive interest and produce new leads. On a team comprised of dedicated sales people, you will be provided these leads and supported by a strong service department to better educate clients on our retirement platform. Rather than wholesaling to financial advisors, you?ll work directly with the customer?the plan sponsor. You can believe in the service you sell, because you won?t be selling products. You will be providing financialsolutions to clients, based on employee goals, representing a transparent 3(38) fiduciary.
Next level Sales Opportunity?
The 401(k) Solutions Group has an amazing opportunity to provide clients with a remarkable solution. We have a very different retirement platform; all we need is someone like you, who can appreciate how our platform is better suited to the small plan space than most options. Along with future growth opportunity, team building, travel, and the excitement of something new, prepare to be challenged to help build up the program. This team will be extremely collaborative and key in determining how it will grow and what it will look like. This role requires experience working in the financial industry, in the qualified retirement plans space, selling direct to small plan space sponsors. Share your wisdom and sales expertise in the retirement small plan space to inspire others and leave an impact on the Financial Industry.
Candidates must have a proven track record of sales success, made at least 250k earnings this past year and a clean U4, U5, CRD