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Salaried Financial Advisor / Retirement Plan Sales Consultant

Company: CPS Inc
Location: Walnut Creek
Posted on: May 28, 2023

Job Description:

Walnut Creek , CA - Work from home flexibility Posted: 10/11/2022 Industry: Employee Benefits & Retirement Services Job Number: ME22.7.26.4 Pay Rate: $65K to $70K (possibly more) Experience: Job DescriptionThe role is for a new satellite office for a national firm for a retirement plan sales position and there is -an absolute defined career path for this role that can lead into management. This role can also be for a -Financial Advisor -or Business to Business Sales Specialist -to focus their specialty on the retirement plan market. -The right candidate for this role will be knowledgeable and passionate about -selling retirement plan products -within their territory. Your -incentive compensation -will be tied into the amount of assets gathered from the sales in your territory. - -#LI-ME1Job Requirements This role requires -

  • Active and clean - FINRA -Series 6 and 63.
  • Life and Health Licenses -
  • Past 401k and/or 403b sales experience.
  • An ability to network- Referrals and Prospects. -
  • The skill to not only maintain our great relations but bring in new business as well -
  • Regional Travel - You must be able to travel within and throughout your designated territory.
  • Proven -track record of sales success. COMPENSATION
    • This is a W2 NON-commission role with excellent benefits including: -
    • Base Salary: -$65K to $70K (possibly more)
    • Uncapped incentive compensation program on top of the base compensation
    • A defined benefit -retirement plan
    • 401k -with a match
    • Four weeks of -vacation.
    • Position can lead into running your own regional office Related Jobs: There are currently no related jobs. Please sign up for Job -Alerts . Login to save this search and get notified of similar positions.

Keywords: CPS Inc, Walnut Creek , Salaried Financial Advisor / Retirement Plan Sales Consultant, Accounting, Auditing , Walnut Creek, California

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