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Job #: 15423
Status: Inactive / Filled
Title: Institutional, 401(k), Retirement Plan Sales, Business Development Officer
Job Location: District of Columbia
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
Job Categories: Wealth Management - Pension & Retirement Plans
Industries: None
Base Compensation:
Low: $100,000       High: $110,000
Total Compensation:
Low: $200,000       High: $250,000
Bonus, Incentives, etc.: Incentive on new business
Benefits: Full benefits
Overnight Travel: None Listed
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
Why is This a Great Opportunity?
This position is with a very well respected stable organization. Our client has won numerous "best in class" awards by plan sponsors in the 2011 annual survey conducted by PLANSPONSOR magazine. Additionally, they were on the list of the “Top 20 of the World's Strongest Banks" by Bloomberg Markets magazine in May 2012. They have a wide scope of product offerings, bundled / unbundled and open architecture.
Job Description:
The institutional sales officer sells retirement plans, investment management, and corporate trust to corporations and non-profit entities. They offer plan sizes from $1 million up to $100 million. The sales officer will work closely within the organization for referrals and also be required to build their own external referral network.
Mandatory Minimum Qualifications - Must Have: Our client seeks someone with significant successful sales experience, selling retirement / 401(k) plans and investments. Series 65 or acquisition of Series 65 within six months of employment is required. A clean U-4 is required. Bachelor’s degree is required.
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 5-6+
Years of Experience in Present Position: 3-4+
First Name:
Last Name:
E-mail Address:


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