Remote Retirement Plan Advisor - Build Your Own Book, Equity

Weaver Partners, Inc.; United States; Remote; USD 110,000 - 200,000; Full time

Benefits offered by this job

Uncapped Commission

Transition Draw

Equity Opportunity

Remote work

Job summary

Weaver Partners, Inc. is seeking experienced Retirement Plan Advisors/Producers to independently develop new business and nurture long-term plan sponsor relationships. This remote role serves multiple U.S.

markets with support from a national organization. Compensation includes uncapped commissions, a transition draw, and potential equity ownership. Ideal candidates have 5+ years of retirement plan sales and business development, existing direct relationships with sponsor clients, and

Qualifications

• 5+ years of retirement plan sales / business development experience.
• Proven ability to self-generate new business and build a book.
• Direct relationships with employer-sponsored retirement plan clients.
• Experience with 401(k), 403(b) and Defined Contribution plans.
• Series 65 or willingness to obtain.
• A transferable book is NOT required. Demonstrated success independently generating retirement plan business is essential.

Responsibilities

• Prospect for and win new 401(k) and employer-sponsored retirement plan business.
• Build and grow your own book of plan sponsor clients.
• Develop relationships with employers and key decision-makers.
• Provide retirement plan consulting, investment and fiduciary guidance.
• Identify cross-selling opportunities across Employee Benefits and other business lines.
• Manage client relationships with support from an established service team.

Skills

Retirement plan sales

Business development

Self-generation of new business

Client relationship management

Fiduciary guidance

Job description

Weaver Partners, Inc. is seeking experienced Retirement Plan Advisors/Producers to independently develop new business and nurture long-term plan sponsor relationships. This remote role serves multiple U.S.

markets with support from a national organization. Compensation includes uncapped commissions, a transition draw, and potential equity ownership. Ideal candidates have 5+ years of retirement plan sales and business development, existing direct relationships with sponsor clients, and