Retirement Solutions Sales Consultant

KKR; Wayne (AL); On-site; USD 52,000 - 64,000; Full time

Job summary

KKR is seeking a Sales Consultant in Wayne, PA, entering a defined sales career track within financial services. You will respond to broker and advisor inquiries, explain retirement product features, and deliver tailored illustrations to support client discussions.

The role emphasizes licensing progression (SIE, Life & Health, Series 63, Series 7) within 120 days, with structured training and collaboration with field wholesalers to drive results. A strong client-service mindset is essential.

Qualifications

• Bachelor's degree in a relevant field.
• Willingness to obtain SIE, Life and Health, Series 63 and Series 7 within 120 days.
• Strong verbal and written communication; capable of explaining complex concepts.
• Financial services interest and team-oriented, fast-paced environment.
• High initiative, work ethic, and accountability.
• Ability to quickly learn products, systems, and workflows.

Responsibilities

• Serve as primary 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 closely 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 comunicatio

Analytical mindset

Willingness to learn

High initiative

Team-oriented

Ability to explain complex concepts

Education

Bachelor's degree

Tools

Salesforce

Job description

KKR is seeking a Sales Consultant in Wayne, PA, entering a defined sales career track within financial services. You will respond to broker and advisor inquiries, explain retirement product features, and deliver tailored illustrations to support client discussions.

The role emphasizes licensing progression (SIE, Life & Health, Series 63, Series 7) within 120 days, with structured training and collaboration with field wholesalers to drive results. A strong client-service mindset is essential.