Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts

Featured Jobs

Retirement Plan Processor
T Bank NA
(Dallas TX)
Defined Contribution Account Manager
Nova 401(k) Associates logo
Nova 401(k) Associates
(Houston TX / Dallas TX / Scottsdale AZ / Telecommute)
ESOP Valuation Writer
Unique ESOP Valuation Provider
(Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

View All Jobs, Sorted by Date


Retirement Services Operations / Sales Leader

Investment Advisory Firm

in Bellingham WA

RETIREMENT SERVICES OPERATIONS SALES LEADER

Looking to add an experienced leader to:

  • Oversee retirement plan operations team and ensure their success with day-to-day operational tasks.
  • Delegate to sales staff and focus their efforts on targeted markets, events, conferences, etc. 
  • Set broad goals for the growth of the product and design initiatives to reach those goals.
  • Analyze and track results and make recommendations for process improvements.

Candidate requirements:

  • Bachelor's degree.
  • Minimum of 5 years of plan administration or plan sales experience with minimum of 2 years executive leadership experience.
  • Demonstrated ability to work collaboratively and communicate effectively.
  • Currently hold and/or can obtain FINRA SIE, Series 7 and 66 licenses within first six months of employment.
  • Currently hold and/or can obtain relevant NAPA or ASPPA credentials (e.g. QKA, QPA, AIF, or CPC). 

How to Apply

Send qualified resumes to RetirementServicesJobs@gmail.com


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2020 BenefitsLink.com, Inc.