Jobs


Retirement Plan Sales Officer

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Location
Tulsa, OK
Salary
$75,000 - $85,000
Job Type
Direct Hire
Degree
Bachelor
Date
Dec 05, 2017
Job ID
2547864
Our client a successful, well respected, multi-state, financial institution is expanding their retirement plan services presence.  As Retirement Plan Sales Officer, you will be responsible for sales of 401(k) plans to small to medium companies.  
 
Duties:   
As Retirement Plan Sales Officer you will: 
  • Work with commercial lenders, financial advisors, and trust officers for internal referrals  
  • Have the entire state of Oklahoma as your territory
  • Have several platforms from different vendors to best serve your prospects needs
  • Work with Larkspur/Judy Diamond to generate leads of plan sponsors
  • Market directly to plan sponsors
Qualifications: 
  • In-depth knowledge of defined contribution, 401(k) plans
  • Experience presenting to Boards and Plan Sponsors.
  • Successful sales experience
  • Bachelor’s degree required; Additional certifications a plus
Compensation:  Base salary $75,000 to $85,000 plus incentive on new business

Keywords:  Trust, Wealth Management, Retirement Plan Services, 401(k)