State Licensed Retirement Sales Consultant

Job Summary

Collaborating with the Regional Retirement & SDBA Business Development Consultant, the full-time remote State Licensed Retirement Sales Consultant will drive growth by developing new opportunities, supporting advisor engagement, and managing the sales process for retirement plan solutions and Self-Directed Brokerage Accounts (SDBAs).

Key responsibilities:

• Partner with the Regional Consultant to develop and execute a coordinated territory strategy, ensuring effective follow-up and communication
• Conduct proactive outreach to financial advisors to identify and develop new retirement plan and SDBA opportunities
• Maintain an accurate territory pipeline in Salesforce, tracking proposals and sales milestones while ensuring timely follow-up with advisors

Required qualifications:

• Bachelor's degree in Business Administration, Finance, or a related field preferred
• 3-7 years of experience in retirement plan sales, financial services, internal wholesaling, or business development
• Knowledge of SDBAs and retirement plan recordkeepers is a plus
• Required licenses include SIE, Series 6, Series 63, and Series 65 or Series 7 and Series 66
• Proficiency with Salesforce and Microsoft Office