Retirement Sales Position

Akron, OH | Work from home flexibility

Posted: 03/21/2023 Industry: Employee Benefits & Retirement Services Job Number: RC22.12.15.1 Experience:

Job Description


  • Set up eligible appointments with plan sponsors of 401k and 403b plans through multiple strategies, networking, cold calling, and referrals
  • Work inside of a geographic territory to foster new prospects, reach and exceed goals, cross-sell solutions, and close sales
  • Take part in client review meetings with Customer Relationship Manager (CRM) for the top 5-10 clients in the territory to ask clients for introductions and to be a reference for sales opportunities


Job Requirements

Required Qualifications:

  • Active clean FINRA Series 6, 63 and SIE or must obtain within the first 90 days of employment
  • Active State Life and Health Insurance License (in all states covered) required or obtained within 90 days of employment
  • Ability to effectively communicate
  • Very motivated
  • At least a year of outside business to business sales experience with ability to demonstrate proficiency in selling, prospecting, and presenting
  • Displayed cold calling sales ability, with a positive and persistent style
  • Valid Driver’s License

Preferred Qualifications:

  • Bachelor’s degree preferred
  • Knowledge and understanding of group/corporate retirement plans (401k,403b, and 457 plans)

Additional Information

What we offer you:

  • Competitive base salary
  • Annual incentive compensation
  • Company 401K match (3%)
  • Comprehensive Health plan; Medical, Vision, Dental, and Life Insurance (effective first day)
  • Car reimbursement program (monthly stipend plus mileage reimbursement)
  • PTO: 18 vacation days, 2 floating holidays, plus 9 to 10 company holidays and 5 sick days (or what’s required by state law)
  • Short term and long-term disability

Meet Your Recruiter

Rodney Castor

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.