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401k Retirement Plan Service Specialist

401k Retirement Plan Service Specialist

Job Description

  • The Plan Service & Sales Consultant will be working with 401K and 403b clients.
  • This individual will be conducting employee meetings and talking to the participants about their financial goals.
  • Ultimately, this is a sales positions since the goal of the role is to increase the assets utilizing rollovers and increasing contributions.
  • This Service & Sales Consultant will be given an existing book of business but the focus of this role will be to build the book by increasing assets.
  • This position comes with a company car and most of the travel is mostly regional but will be 1 or 2 overnight trips a month.
  • Great position for a Financial Advisor who wants to get away from 100% commission to become more of a Service and Sales Consultant in the 401k industry.

Job Requirements

  • Should have a current and clean Series 6 and 63 and Life and Health.
  • Great position for a Financial Advisor who wants to get away from 100% commission.
  • Solid knowledge of 401k and other qualified plans is ideal.
  • Past consultative and service experience a plus.

Job Snapshot

Base Pay $50,000.00 - $60,000.00 /Year
Other Pay company car
Employment Type Full-Time
Job Type Finance, Sales, Insurance
Education 4 Year Degree
Experience At least 2 year(s)
Manages Others No
Relocation No
Industry Accounting - Finance, Sales - Marketing, Banking - Financial Services
Required Travel Up to 50%
Job ID 401kserviceCT
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401k Retirement Plan Service Specialist


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