Retirement Plan Wholesaler
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
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.