401k Retirement Plan Consultant at in Indianapolis IN
Full-Time Jobs in Newburyport Massachusetts
This person will be given an existing book of business of 401k and 403b plans and will have to consult on plan design, retain the business and try and increase contribution. This position comes with a company car and most of the travel is regional. This person will also be responsible for selling investment products to the participants of those existing plans.
This person will be responsible for generating business through warm calls to the existing clients to set up financial planning opportunities. The goal of this role is to bring more assets into the company by rolling over particpant's 401k plans from other organizations into this platform as well as cross selling other investment products.
Job Requirements
Must have a current and clean Series 6 and 63 and Life and health license
Solid knowledge of 401k and other qualified plans is ideal.
Solid sales track record
401k plan rollover experience
Past experience selling annuity products
Solid knowledge of 401k and other qualified plans is ideal.
Solid sales track record
401k plan rollover experience
Past experience selling annuity products
Employment Type : Full-Time
Manages Others : False
Travel Required : Up to 25%
Relocation Covered : False
Experience Required : At least 2 year(s)
Degree Required : 2 Year Degree
Pay Scale
Minimum : $50,000.00
Maximum : $50,000.00
Bonus : $25,000.00
Commission : not specified
Posted : 5/7/2012
Categories : Finance, Sales, Insurance
Indianapolis, IN
Contact Information
Matt Ehley
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Degree Required : 2 Year Degree
Pay Scale
Minimum : $50,000.00
Maximum : $50,000.00
Bonus : $25,000.00
Commission : not specified
Posted : 5/7/2012
Categories : Finance, Sales, Insurance
Indianapolis, IN
Contact Information
Matt Ehley
Send Email
