Employee Benefits & Retirement Services

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Retirement Plan Advisory Sales Consultant

Batavia, NY

Posted: 04/23/2024 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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