Retirement Plan Advisor

Weaver Partners, Inc.; United States; A distancia; USD 110.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Uncapped Commission

Transition Draw

Equity Opportunity

Remote work

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Retirement plan sales

Business development

Self-generation of new business

Client relationship management

Fiduciary guidance

Descripción del empleo

Remote | Multiple U.S. Markets

Uncapped Commission + Transition Draw + Equity Opportunity

An established, privately held national financial services organization is expanding its Retirement & Wealth division and seeking experienced Retirement Plan Advisors / Producers who can independently develop new business and build long‑term plan sponsor relationships.

This is an entrepreneurial opportunity to build your own book of business with the backing of a national organization, while participating in the company's growth through potential equity ownership.

What You'll Do

• 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

What We're Looking For

• 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.