Employer Industry: Retirement Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Salary up to $100,000, with bonus plan eligibility
- Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
- Comprehensive medical, dental, and vision plan options with subsidized premiums
- Fully remote work environment, allowing for flexibility and a better work-life balance
- Supportive culture focused on professional growth through training and certifications

What to Expect (Job Responsibilities):
- Wholesale retirement solutions in the assigned region
- Develop new financial advisor relationships to generate proposals and sales
- Achieve sales goals by prospecting new clients in the territory
- Maintain a network of advisors, consultants, and retirement service professionals
- Partner with leadership to create and implement strategies for growth

What is Required (Qualifications):
- High School Diploma or GED required
- 5+ years of TPA or recordkeeping wholesaling experience with a proven track record
- Strong knowledge of retirement plan services and recordkeeping
- Demonstrated experience in developing financial advisor relationships
- Willingness to travel 50-75% in the assigned region

How to Stand Out (Preferred Qualifications):
- Bachelor's degree preferred
- Retirement-specific credentials such as QKA, CPFA, CPFC, CLU, or ChFC
- Familiarity with Microsoft Teams and file-sharing tools like Microsoft SharePoint
- Exceptional public speaking skills
- Superior time management skills

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