California Licensed Sales Director

Job Summary

A company is looking for a Director of Sales - Retirement Solutions.

Key Responsibilities

• Drive retirement plan sales by promoting defined contribution and defined benefit products to advisors
• Build and establish relationships with financial advisors and third-party administrators
• Collaborate with the relationship management team to identify and pursue additional sales opportunities

Required Qualifications

• Bachelor's degree or equivalent combination of education and professional experience
• 2+ years of retirement sales experience with strong knowledge of retirement products
• Strong understanding of portfolio construction, capital markets, and financial service products
• Licenses required within 5 months: FINRA Series 6 and 63, Resident Life and Health appointment
• Experience with non-qualified plans, defined benefit, and ESOPs is a bonus