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Retirement Plan Consultant

Latitude Service Company, Inc.

in Phoenix AZ

Logo for Latitude Service Company, Inc.

Latitude Service Company, Inc. is a growing third-party administrative firm for Pension and 401(k) plans.  Our corporate office is located in Indiana with additional locations throughout the U.S and in Costa Rica.  Latitude offers affordable healthcare benefits, company paid benefits, generous time off and a flexible work environment. 

Description of Responsibilities:  We are looking for a team member who has a passion for driving sales and creating new business. 

Job responsibilities will include:

  • Drive new retirement plan sales in assigned region of the country
  • Provide expert plan design assistance to advisors and plan sponsors
  • Maintain strong business relationships with advisors and key sales personnel
  • Participate in continuing education specific to retirement plan industry

Required Education:  Bachelor’s degree or an equivalent of training and experience in financial services or sales.  QKA and QKC designations are desired but can be attained within 18 months after hire.

Required Experience:  1-2 years previous sales consulting is preferred

Required Skills:  Candidates must have strong written and verbal communication skills as well as attention to detail.  Applicants should be self-starters, organized and be successful working both independently and as a team.  An ideal team member will have the ability to multitask and be able to prioritize work. 

How to Apply

To apply, please email your resume to personnel@latituderetire.com.


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