Retirement Plan Service & Sales Consultant

Walnut Creek, CA 94596

Post Date: 06/20/2018 Job ID: ME4.24.6 Industry: Employee Benefits & Retirement Services Pay Rate: 60,000 - 100,000 first year total compensation

Your goal is to raise contributions and maintain retention.

This position's responsibilities include:

  • Working with a case load of retirement plan clients
  • Conducting enrollment and education meetings
  • Increasing assets of the existing book of business and cross selling the plan participants on other products.
  • Includes a company car, full benefits, pension, 4 weeks of vacation and a 401k with a match

 

Requirements:

  • There is travel expected in this position.
  • It requires a clean FINRA Series 6, 63 and Life and Health licensing.
  • This organization is a national firm and there is an absolute defined career path for this role that can lead into regional sales management.

Compensation:

This position is unique in that it is a sales position, but is NOT commission based.

  • Salary of 50K to 60K
  • significant bonus that ranges from 20% to over 120% of the base salary.
  • The base compensation can increase annually (based on goals) with an average of 5K to 10K.
  • It is a W2 non-commission role with excellent benefits including an excellent pension plan on top of a company matched 401k

 

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