| Location: |
MA-Boston
Northeast (CT, ME, MA, NH, RI & VT) |
| Salary Range: |
50,000 - 65,000 DOE plus incentive earnings |
| Bonus & Incentives: |
Incentive compensation paid within two categories - 1) Administrative Fees Sales and 2) Insurance/Advisory/Securities Sales.
Incentive comp is uncapped. |
| Position Responsibilities: |
Company Information:
Our client is recognized as a leading employee benefits firm dedicated to creating financial solutions that enhance the well-being of its clients, while providing professional career growth for those with a passion to succeed. They accomplish the extraordinary by continually investing in their people, the community, and the latest technology.
Job Summary:
The Retirement Plan Sales Consultant will work directly or through intermediaries to sell third party administration and recordkeeping services. The firm offers Total Choice, a 401(k) product tied to an open architecture investment program that features full fee transparency and revenue recapture. Up to 70% of sales leads are company generated. Target market includes firms with up to 2,500 employees, emphasis placed on those with 100 - 500 participants. Plans serviced encompass a broad selection including 401(k), 403(b), new comparability, age weighted, money purchase, ESOP, cash balance and traditional defined benefit plans. Our client serves more than 1,200 retirement clients that in the agregate have over $2.5 billion in plan assets.
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| Education and Certifications/Licenses: |
Bachelors, Series 6 or 7, 63 state & variable licenses |
| Mandatory Minimum Qualifications: |
• Highly ethical team player dedicated to doing what is best for each client.
• Must have 3 – 5+ years experience selling retirement plans DIRECT TO PLAN SPONSORS.
• An active centers of Influence (COI) network from which to generate sales leads. |
| Preferred Qualifications: |
• Working knowledge of plan administration and record keeping.
• A consultative, confident interactive client presence; an effective cross-seller.
• Creative problem solver, detail oriented, flexible, meets deadlines.
• Strong oral and written communication skills.
• Proficiency in Microsoft Office, Excel and other computer programs.
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| Additional Comments: |
Our client company employs more than 150 benefits professionals who serve more than 2200 clients throughout New England and the nation. From its conveniently located offices in Eastern Massachusetts and Rhode Island, associates enjoy a team-oriented work environment. Recognized as one of the leading benefits firms in Massachusetts, our client seeks qualified professionals to join its team.
Our client offers companies of all sizes a comprehensive range of employee benefit products and services, including retirement plan design, administration, and compliance. Other benefit services include Flexible Spending Account and COBRA administration; Group Insurance Brokerage and Advisory Services, and HR Consulting.
Many of the people working at the firm have advanced degrees in Business and Law. Others have gained professional credentials by attending after hours classes taught on the company’s premises. You will find the people friendly and approachable and their culture suits those who are enthusiastic and eager to learn. Ask questions and you will be amazed at what your associates know.
The people in the firm truly care about the organization. The company has a mission to be the best in the industry, so being part of this company is to be part of something special.
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| Benefits: |
Medical, Life, Disability Insurance; 401k & Profit Sharing, FSA Account, Paid time off and more.
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| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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