Retirement Plan Advisor

Company: CPS Inc
Location: San Francisco
Posted on: November 6, 2024

Job Description:

San Francisco, CA - Work from home flexibilityPosted: 01/24/2024 - Industry: Employee Benefits & Retirement Services - Job Number: 1.24 2 KEF - Pay Rate: $90,000 - $130,000 - Experience: 5 years or greaterJob DescriptionRETIREMENT PLAN ADVISORExperience: 3+ years in Retirement Services industry (specifically with Institutional Retirement Plans)Licensing: FINRA Series 6, 7, 65, or 66 preferredProfessional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalentWe 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 businessIf 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 RequirementsQualifications:
  • 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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Keywords: CPS Inc, Fremont , Retirement Plan Advisor, Other , San Francisco, California