401K Service and Sales Role
This role is unique in that it is a retirement plan service and sales position, but is NOT commission based. This organization offers a base compensation of around $50,000/$60,000 (possibly more) a year and a significant bonus that ranges from 20% to over 120% of the base salary. The base compensation will not go away and can increase every year (based on goals) on an average of 5K to 10K. It is a W2 non-commission role with excellent benefits including a company car and an excellent pension plan on top of a company matched 401k.
This position's responsibilities include working with a case load of retirement plan clients and conducting enrollment and education meetings while increasing assets of the existing book of business and cross selling the plan participants on other products. Your goal is also to raise contributions and maintain retention.
There is travel expected in this position. It requires a clean FINRA Series 6, 63 and Life and Health licensing. This organization is a national firm and there is an absolute defined career path for this role that can lead into regional sales management. It can also be a role for a Financial Advisor to focus their specialty on the retirement plan market and get away from a 100% commission role.
Large national firm that has been around for over 70 years. This firm has never downsized, has excellent benefits, and believes in an employee work/ life balance. This firm specializes in the 401k and 403b market place and has over 30 locations nationally.
Fri, 14 Apr 2017 09:19:32 PDT