FINRA Licensed Retirement Sales Executive

Job Summary

A company is looking for a Senior Retirement Plan Sales Executive in the Pacific Northwest.

Key Responsibilities

• Develop sales pipeline through marketing activities, networking, and building relationships with intermediaries
• Manage the sales cycle, including proposal development, sales strategy, and negotiations
• Build effective relationships with internal partners and provide strategic guidance throughout the sales process

Required Qualifications

• Established professional network within the assigned geographical territory
• Track record of success in developing a sales pipeline in small and mid-market segments
• Possession of Series 6 and 63 licenses