Job Summary

• The role involves partnering with a senior RVP to drive retirement plan sales and territory growth across broker-dealers and RIAs.
• Candidates must maintain accurate CRM activity, track competitive intelligence, and represent the organization at conferences to build brand visibility.
• The company offers a rich benefits package including medical, dental, vision, a 401(k) match, and an annual incentive bonus plan.

Matching Summary

Salary

Base: $90,000; Bonus/Equity: Incentive & guarantee included; Benefits: Medical, dental, vision, 401(k) matching

Skills & Requirements

Key Requirements

• Bachelor's degree in Business, Marketing, or equivalent work experience
• Transfer or obtain Series 6/7 and Series 63 licenses within 3-6 months
• Obtain life insurance license as condition of employment
• Willingness to travel up to 50% overnight within assigned territory

Work Rights