Retirement Plan Wholesaler

Dallas, TX

Posted: 08/13/2019 Industry: Employee Benefits & Retirement Services Job Number: PK-8/13 Pay Rate: $80,000 -110,000

I have a client that is looking for an experienced retirement plan wholesaler. They would be responsible for covering a 6 state territory while working remotely. The target market is up to $20 million in assets. The expectations are to set up meetings with the advisers in the territory to promote the products and services of my client. FINRA licenses are not required!



~ 5+ yrs. of retirement plan wholesaling experience; preferably up to $20 million in assets 

~ Someone who knows how to run a territory

~ ERISA knowledge or a previous pension administration background is very helpful

~ AIF or ASPPA credentials are required 



Pat Kilcoyne
Senior Partner

One of Mark Twain's quotes, "Find a job you enjoy and you will never have to work a day in your life" pretty much summarizes my career at CPS, Inc. I have the privilege of putting the puzzle pieces together for a candidate's career aspirations and a company's hiring needs. Each piece has to fit perfectly in order for it to be a complete match. I love the challenge!

My areas of expertise include Retirement Plans (DC, DB Non-qualified) and Wealth Management. I work with individuals that serve as Administrators to people that are in a Supervisory or a Sales/Service capacity. Our assignments cover the entire United States.

Outside of the office, I love to spend time with my family, play ice hockey or golf and listen to music.

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