Retirement Plan Advisory Sales Consultant

Batavia, NY

Posted: 05/22/2024 Industry: Employee Benefits & Retirement Services Job Number: YT24.3.18.2 Pay Rate: $200,000+ Remote: Experience:

Job Description

Position Overview:

The Retirement Plan Advisory Sales Consultant position will focus on identifying and developing new business within the regional territory. This person would network and prospect to develop new leads, communicate with potential clients and eventually bring in new clients who were looking to better their companies retirement plan by offering various plan solutions.  This person would explain the service offering, address any questions and ultimately establish new accounts. 


$200,000+ per year

Base compensation of between $100,000 and $125,000 with a 30% payout on revenue of new business as well as on renewals.  This position also qualifies for an additional bonus on business exceeding goals.  This role has full benefits and an excellent path for growth.


Job Requirements


  • Ability to travel regionally
  • FINRA licenses Series 7 and 66
  • Track record of direct retirement plan sales


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About Batavia, NY

Explore an array of exciting job opportunities near Batavia, New York today! Nestled in the charming Genesee County, Batavia offers a perfect blend of small-town charm and big-city amenities. With its proximity to stunning landmarks like the Letchworth State Park, known as the 'Grand Canyon of the East,' and the beautiful Genesee River, this area promises endless outdoor adventures. From savoring the local delicacies like Buffalo-style wings to enjoying performances at the vibrant Harvester 56 Theater, Batavia boasts a unique cultural scene that is bound to enchant any job seeker. Join us in discovering the growth opportunities and irresistible charm this region has to offer!