Defined Contribution Consultant - Midwest / West Coast based
The Hartford, Wayne, Pennsylvania, United States, 19087
Why consider this job opportunity
Salary up to $160,000 Opportunity for short‑term or annual bonuses and long‑term incentives Supportive and collaborative work environment focused on achieving goals Chance to work with a diverse team and make a difference in the retirement marketplace Opportunity for career advancement and growth within the organization What to Expect (Job Responsibilities)
Develop and execute business plans with internal field resources to meet sales goals Build strong relationships with financial advisors, retirement consultants, and recordkeepers Provide retirement professionals with clarity on investment solutions and product offerings Address complex inquiries and resolve issues for internal and external stakeholders Manage a sales pipeline and document all interactions in our CRM What is Required (Qualifications)
Bachelor’s degree in business, economics, finance, sales, or marketing (or equivalent experience) 3–5 years of sales experience in the DCIO or retirement marketplace Extensive knowledge of the defined contribution industry, including plan design and regulatory matters Strong interpersonal, teamwork, and relationship‑building skills FINRA Series 7 and/or 63 required How to Stand Out (Preferred Qualifications)
Creative problem‑solving skills and ability to provide guidance to the retail sales team Self‑motivated, able to work independently, and willing to travel overnight up to 50% #Insurance #SalesOpportunity #RetirementPlanning #CareerGrowth #FinancialServices "We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter an employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer."
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Salary up to $160,000 Opportunity for short‑term or annual bonuses and long‑term incentives Supportive and collaborative work environment focused on achieving goals Chance to work with a diverse team and make a difference in the retirement marketplace Opportunity for career advancement and growth within the organization What to Expect (Job Responsibilities)
Develop and execute business plans with internal field resources to meet sales goals Build strong relationships with financial advisors, retirement consultants, and recordkeepers Provide retirement professionals with clarity on investment solutions and product offerings Address complex inquiries and resolve issues for internal and external stakeholders Manage a sales pipeline and document all interactions in our CRM What is Required (Qualifications)
Bachelor’s degree in business, economics, finance, sales, or marketing (or equivalent experience) 3–5 years of sales experience in the DCIO or retirement marketplace Extensive knowledge of the defined contribution industry, including plan design and regulatory matters Strong interpersonal, teamwork, and relationship‑building skills FINRA Series 7 and/or 63 required How to Stand Out (Preferred Qualifications)
Creative problem‑solving skills and ability to provide guidance to the retail sales team Self‑motivated, able to work independently, and willing to travel overnight up to 50% #Insurance #SalesOpportunity #RetirementPlanning #CareerGrowth #FinancialServices "We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter an employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer."
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