Retirement Plan Sales Consultant/ External Wholesaler

CPS, Inc.; Baltimore (MD); Remote; USD 100,000 - 400,000; Full time

Job summary

Join a forward-thinking organization as a Retirement Plan Sales Consultant and leverage your established network to drive new business in an exciting, fully remote role. This position offers the chance to work with a large retirement plan menu and an established territory, providing you with the tools to succeed. With a competitive base salary and the potential for significant incentive compensation, this role is perfect for driven individuals looking to make a substantial impact in the finance industry. If you are passionate about retirement planning and have the skills to build relationships, this opportunity is your chance to shine.

Benefits

Full benefits offered

Remote work flexibility

Qualifications

• FINRA Series 6 and 63 required along with a strong network of intermediaries.
• Experience in retirement plan sales and financial advisory is essential.

Responsibilities

• Drive new business through established financial advisor and broker network.
• Support and collaborate with internal service and sales consultants.

Skills

Sales Skills

Networking

Financial Advisory

Education

FINRA Series 6

FINRA Series 63

Job description

Retirement Plan Sales Consultant/ External Wholesaler

Position Overview: This high-profile retirement plan sales position is with an organization with a vision to continue to grow their 401K sales force. The focus of this role will be to bring in new business through your own established financial advisor and broker network with the support of internal service and sales consultants. This is an already established territory. This person will have access to a large retirement plan menu.

Required Qualifications: A FINRA Series 6 and 63 or better is required along with an established network of intermediaries such as TPA or CPA firms, RIAs, and DCIO firms.

Compensation:

1. Base Compensation: $100K
2. Incentive Compensation: Starting at 25% with the ability to earn up to 45% of revenue
3. Average First Year Compensation: $300K-400K
4. Benefits: Full benefits offered
5. Work Environment: Fully remote

Job Details

Seniority Level: Not Applicable

Employment Type: Full-time

Job Function: Finance

Industries: Staffing and Recruiting