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Saint-Bauzille-de-Putois

    Retirement Plan Advisor - Sarasota, United States - CPS

    CPS
    CPS Sarasota, United States

    4 weeks ago

    Default job background
    Description
    Posted:

    03/11/2024


    Industry:
    Employee Benefits & Retirement Services

    Job Number:

    3.11 2 KEF


    Pay Rate:
    $90,000 - $130,000

    Experience:

    5 years or greater
    Job Description


    RETIREMENT PLAN ADVISOR
    Experience:

    3+ years in Retirement Services industry (specifically with Institutional Retirement Plans)

    Licensing:
    FINRA Series 6, 7, 65, or 66 preferred

    Professional Designations:
    AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
    We are seeking an experienced and motivated

    Institutional Retirement Plan Advisor

    to join our team.

    The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.


    Responsibilities:
    Sell consulting and fiduciary services in the retirement space
    Provide expert advice on plan governance
    Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
    Collaborate with clients to understand their unique needs and objectives
    Build a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new business

    If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.

    Job Requirements


    RETIREMENT PLAN ADVISOR

    Qualifications:
    3+ years of experience in the Retirement Services industry
    FINRA Series 6, 7, 65, or 66 licensing preferred
    Professional designations such as AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
    Proven track record in B2B sales within the retirement space
    Strong communication and interpersonal skills
    Desire to win
    Kristine Fornek
    Senior Executive Recruiter / Market Specialist


    SPECIALTIES:

    All ERISA related positions including:

    Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

    The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions.

    We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
    I'


    M IN THIS BUSINESS BECAUSE:
    I truly enjoy building relationships with both my clients and my candidates.

    There's no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career.

    I LOVE making those connections


    HOBBIES:
    Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.
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