Iowa Licensed Regional Wholesaler

Job Summary

To drive retirement plan sales, the full-time Iowa Licensed Regional Wholesaler will build relationships with financial advisors in Northern California, promote defined contribution and benefit products, and manage sales activities in a hybrid work environment.

Key responsibilities

• Drive retirement plan sales by calling on advisors to promote targeted products
• Build and establish relationships with unassigned financial advisors throughout Northern California
• Manage sales activities and track performance metrics

Required qualifications

• Bachelor's degree or equivalent combination of education and experience
• 2+ years of retirement sales experience with deep knowledge of retirement products
• Advanced level of plan design and business unit product knowledge
• Successful registration as an Investment Company Products/Variable Contracts Limited Representative (FINRA Series 6 or equivalent) and FINRA Series 63 within 5 months of employment
• Ability to travel periodically as required