Retirement Plan / 401k Sales Advisor jobs in United States
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CPS, Inc. · 5 days ago

Retirement Plan / 401k Sales Advisor

CPS, Inc. is a local organization specializing in retirement plan sales, and they are seeking a Retirement Plan / 401k Sales Advisor. This role focuses on selling advisory services to businesses and requires the ability to travel regionally while working independently to build business relationships.

Recruiting
Hiring Manager
Matt Ehley
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Responsibilities

Sell retirement plan products to businesses
Work independently to build business
Travel regionally for client appointments

Qualification

FINRA Series 65Retirement plan productsAdvisory servicesSales skillsClient relationship management

Required

FINRA Series 65 or 66
Ability to travel regionally
Knowledgeable and passionate about selling retirement plan products to businesses

Benefits

Benefits
Equity potential

Company

CPS, Inc.

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CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Clark
Partner
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Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
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Company data provided by crunchbase