Series 65 Retirement Plan Associate

A company is looking for a Retirement Plan Associate to engage potential clients and support lead generation efforts.

Key Responsibilities

Prospect and nurture leads to drive revenue goals by scheduling meetings and closing customers

Manage the sales funnel from start to finish, ensuring efficient client conversion

Provide expert sales support and respond to inquiries related to retirement services and client opportunities

Key Requirements

Bachelor's degree in business or a related field

4+ years of experience in retirement plan sales supporting institutional clients and / or Financial Advisors

Solid understanding of retirement plans and related consulting services

Series 65 required; CRPS or similar industry designation preferred

Strategic thinker committed to driving client value and managing expectations