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Retirement Plan Regional Director-West Coast

Retirement Plan Consultants

in AZ / CA / NV / UT

Retirement Plan Consultants

Retirement Plan Consultants LLC is a coordinated team of trusted financial professionals, equipped to deal with employee benefit plans. We provide an open architecture low cost recordkeeping platform, third party administration and fiduciary services. Our exclusive advisor advantage and fiduciary service protection program make us leaders in the retirement plan industry. We partner with elite advisors from across the country, allowing them to maintain the relationship, while we do the work behind the scenes. Retirement Plan Consultants LLC offers a flexible office environment with competitive compensation, good benefits, and opportunity for growth.

We are seeking a driven, team-oriented salesperson who will develop a book of business within a given territory. Education or sales experience required. Training will be provided on products and services. Job description responsibilities and opportunities include the following but are not limited to:

Job Duties

  • Grow and maintain a book of business for a given territory
  • Establish relationships with new and current partners and customers
  • Provide education to financial advisors and plan sponsors

Experience & Skills

  • 4 year degree in an applicable field
  • 3+ years of direct selling or internal sales experience
  • TPA experience or QKA designation preferred
  • Experience with Dimensional Funds or passive investment strategy
  • Strong interpersonal skills to handle client contacts
  • Experience with profit sharing and cash balance plan design a plus
  • Customer service experience a plus
  • Knowledge of retirement plans a plus
  • Motivated self-starter
  • Ability to learn and retain information in a fast-paced environment
  • Organized and dependable
  • Excellent communication skills (written and verbal)
  • Excellent analytical skills-good with numbers
  • Must be trust-worthy, organized, and disciplined
  • Good judgment and ability to keep information confidential
  • A can-do attitude and desire to learn
  • Proficient in Excel, Word, and Outlook

Location: Applicant must be in Southern California, Arizona, Nevada, Utah

How to Apply

Send resume and cover letter in PDF format to

This ad has been viewed 683 times. It expires on 3/5/2019.

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