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Ascensus
Dallas
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusAscensus
Dallas, TX, United States
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusAscensus
Dallas, TX, United States
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusMarsh & McLennan Companies, Inc.
Dallas, TX, United States
Company: Description: JOB TITLE: Advisor/Sales Retirement Services JOB TYPE: FLSA Exempt SUMMARY: This position is responsible for producing new business in our Retirement Services department and servicing existing accounts. MMA Southwest has offices in Dallas, Fort Worth, Austin, Houston, Lubbock, Midland, Abilene, Baton Rouge and New Orlea
Job Source: Marsh & McLennan Companies, Inc.T. Rowe Price
Dallas, TX, United States
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.We are a premierassetmanagerfocused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your c
Job Source: T. Rowe PriceAmerican Heart Association
Dallas, TX, United States
Overview As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives. Here at the American Heart Association, you matter and so does your career. The American Heart Association has an excellent opportunity for a Senior Charitable Estate Planni
Job Source: American Heart AssociationValuTeachers
Dallas
Job Description Job Description $65,000+ a year - Full-time, Contract, Commission ValuTeachers is a leader in their niche market. Founded by a former educator, we are mission driven and focused on helping school employees retire with financial dignity. We believe in providing solid retirement education to the school employees who serve and educa
Job Source: ValuTeachersValuTeachers
Dallas, TX, United States
$65,000+ a year - Full-time, Contract, Commission ValuTeachers is a leader in their niche market. Founded by a former educator, we are mission driven and focused on helping school employees retire with financial dignity. We believe in providing solid retirement education to the school employees who serve and educate our future generations. We are
Job Source: ValuTeachersDallas, TX, United States
Posted: 01/24/2024 Industry: Employee Benefits & Retirement Services Job Number: 1.24 10 KEF Pay Rate: $90,000 - $130,000 Experience: 5 years or greater
Job Description RETIREMENT PLAN ADVISOR
Experience: 3+ years in Retirement Services industry (specifically with Institutional Retirement Plans)
Licensing: FINRA Series 6, 7, 65, or 66 preferred
Professional Designations: AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.
Responsibilities:
Sell consulting and fiduciary services in the retirement space
Provide expert advice on plan governance
Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
Collaborate with clients to understand their unique needs and objectives
Build a book of business through networking, collaboration with other business units to follow up on warm leads and driving in new business
If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.
Job Requirements RETIREMENT PLAN ADVISOR
Qualifications:
3+ years of experience in the Retirement Services industry
FINRA Series 6, 7, 65, or 66 licensing preferred
Professional designations such as AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
Proven track record in B2B sales within the retirement space
Strong communication and interpersonal skills
Desire to win!
Kristine Fornek
Senior Executive Recruiter / Market Specialist SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates. There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career. I LOVE making those connections!
HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.
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Retirement Plan Advisor jobs in Dallas, TX, United States
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