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Retirement Plan Service & Sales Consultant

Confidential

Retirement Plan Service & Sales Consultant

Dallas, TX
Full Time
Paid
  • Responsibilities

    Job Description

    YOUR GOAL IS TO GATHER ASSETS AND MAINTAIN RETENTION.

    THIS POSITION'S RESPONSIBILITIES INCLUDE:

    • Working with a case load of retirement plan clients
    • Conducting enrollment and education meetings
    • Increasing assets of the existing book of business through increased contributions, new enrollments and the identification of rollover assets as well as cross selling the plan participants on other products.
    • Includes a 5K/year car allowance, money for gas/mileage, pension plan on top of a 401k with a match, 4 weeks of vacation and almost 100% of the benefits paid for by the company so there is little coming out of your paycheck.

    REQUIREMENTS:

    • There is travel expected in this position.
    • It requires a clean FINRA Series 6, 63 and Life and Health licensing.
    • This organization is a national firm and there is an absolute defined career path for this role that can lead into regional sales management.

    COMPENSATION:

    This position is unique in that it is a sales position, but is NOT commission based.

    • Salary of 60K
    • significant bonus that ranges from 20% to over 140% of the base salary.
    • The base compensation can increase annually (based on goals) with an average of 5K TO 10K.
    • 6K to 8K in car allowance per year paid out monthly
    • It is a W2 non-commission role with excellent benefits including EXCELLENT PENSION PLAN ON TOP OF A COMPANY MATCHED 401K

    Company Description

    National leading retirement plan provider

  • Industry
    Other