Retirement Plan / 401k Sales Advisor jobs in United States
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CPS, Inc. · 5 days ago

Retirement Plan / 401k Sales Advisor

CPS, Inc. is a local organization focused on selling advisory services to businesses. They are seeking a Retirement Plan Sales Consultant to specialize in selling retirement plan products, requiring the ability to work independently and travel regionally.

Recruiting
Hiring Manager
Matt Ehley
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Responsibilities

Work independently to build business and manage client relationships
Sell advisory services to businesses regarding retirement plans
Travel regionally to meet clients and attend appointments

Qualification

FINRA Series 65Retirement plan salesAdvisory servicesClient relationship managementIndependent work

Required

FINRA Series 65 or 66
Ability to travel regionally
Knowledgeable and passionate about selling retirement plan products to businesses

Benefits

Benefits
Equity potential

Company

CPS, Inc.

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CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Clark
Partner
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Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
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Company data provided by crunchbase