Retirement Plan Advisor Vice President New Business Development
Retirement Plan Advisor Vice President New Business Development
Posted on :
06-04-2025
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1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
06-04-2025
Job Description
Position: Retirement Plan Advisor Vice President New Business Development
Department: Retirement Plan Consulting
Full or Part Time: Full Time
Department: Retirement Plan Consulting
Full or Part Time: Full Time
FLSA Status: Exempt
Position Reports To: Retirement Plan Advisor SVPClient Relationship & New Business Development
Position Summary:
We are seeking a dynamic and motivated Retirement Plan Salesperson to join our team. The ideal candidate will have a minimum of 3 years in retirement plan sales or 5 years in retirement plan sales support. This role requires someone with an entrepreneurial mindset who is a selfstarter a gogetter and highly motivated to achieve results. The successful candidate will excel in networking and building relationships. They should be friendly outgoing and possess excellent communication skills. This position is designed with a growth path.
Core Responsibilities:
Sales & Business Development: Identify and develop new business opportunities in the retirement planning sector. Drive sales through proactive outreach cold calling networking and client referrals.
Networking: Actively participate in industry events seminars and networking opportunities to expand your professional network and generate leads.
Product Knowledge: Stay up to date with the latest retirement plan products services and industry trends. Provide clients with informed recommendations based on current market conditions.
Consultative Selling: Employ a consultative sales approach to understand client needs present appropriate retirement plan solutions and close sales.
Team Collaboration: Work closely with internal teams including our dedicated retirement plan advisors to ensure seamless service delivery and client satisfaction.
Compliance: Adhere to all regulatory requirements and company policies in the sale of retirement plans.
Qualifications Required:
Experience: 3 years of experience in retirement plan sales or 5 years sales support in the retirement plan business.
Education: Bachelors degree in business Finance or a related field preferred.
License: Must possess either a Series 65 or 66. Certain certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) accepted in lieu of licensing.
Desired Skills:
History of results: Success in developing new retirement plan business with measurable results.
Entrepreneurial mindset: A selfdriven individual with a strong desire to expand and strengthen the teams portfolio.
Networking skills: Ability to build and maintain a robust professional network.
Communication: Excellent verbal and written communication skills.
CustomerCentric: A commitment to providing exceptional customer service.
Motivated: Highly motivated with a gogetter attitude and a passion for achieving results.
HORAN History:
Since 1948 HORAN has served as a trusted advisor offering retirement planningwealth management and life insurance for estate and business planning.
HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati Ohio; and Ft. Mitchell Kentucky. HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services resources and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group (RPAG).
Our integrity commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanwealth to learn more.
How to Apply:
Please visit theHORAN Careers Pageorwww.horanwealth/careersand click on the job title to apply or you have any questions.
HORAN Wealth is the marketing name of HORAN Securities Inc. and HORAN Capital Advisors LLC. Investment advisory services offered by HORAN Capital Advisors and HORAN Wealth Management both SEC Registered Investment Advisors. Securities offered through HORAN Securities Inc. member FINRA SIPC.
Required Experience:
Chief
Employment Type
Advisor
Key Skills
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