Retirement Solutions Sales Consultant

Careers at KKR; Ohio; On-site; USD 58,000 - 67,000; Full time

Job summary

KKR is seeking a Sales Consultant in Wayne, PA to support financial advisors and brokers by responding to inbound inquiries and guiding them through retirement product offerings. You’ll build product knowledge and complete a licensing program as part of a defined career path.

This role emphasizes advisor engagement, accurate execution, and collaboration with internal teams. Recent graduates or early-career professionals who are coachable and proactive will find ample opportunity to progress from

Qualifications

• Bachelor’s degree required.
• Strong verbal and written communication skills.
• Analytical mindset to understand advisor needs.
• Genuine interest in financial services, capital markets and retirement planning.
• Must obtain SIE, Life and Health, Series 63 and Series 7 licenses within 120 days of employment.

Responsibilities

• Serve as a primary point of contact for inbound broker and advisor inquiries.
• Provide sales support on product features, benefits, and competitive positioning of retirement solutions.
• Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios.
• Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials.
• Document all client interactions in Salesforce to support pipeline tracking and analytics.
• Act as a liaison between the home office and field wholesalers to ensure seamless execution.
• Collaborate with internal teams to support sales initiatives and process improvements.
• Assist with onboarding and knowledge-sharing for new team members as you progress in the role.

Skills

Strong verbal and written comms

Analytical mindset

Interest in financial services

Willingness to learn

Team-oriented

Licensing within 120 days

Education

Bachelor’s degree

Job description

KKR is seeking a Sales Consultant in Wayne, PA to support financial advisors and brokers by responding to inbound inquiries and guiding them through retirement product offerings. You’ll build product knowledge and complete a licensing program as part of a defined career path.

This role emphasizes advisor engagement, accurate execution, and collaboration with internal teams. Recent graduates or early-career professionals who are coachable and proactive will find ample opportunity to progress from