Retirement Plan Sales Officer
Job Opportunity at BancSearch

Posted on Jan 4

http://www.bancsearch.com    +1 (918) 496-9477

Location: Tulsa, OK
Job Type: Full Time
Job ID: W4147709

Our client a successful, well respected, multi-state, financial institution is expanding their retirement plan services presence.  As Retirement Plan Sales Officer, you will be responsible for sales of 401(k) plans to small to medium companies.  
As Retirement Plan Sales Officer you will: 
  • Work with commercial lenders, financial advisors, and trust officers for internal referrals  
  • Have the entire state of Oklahoma as your territory
  • Have several platforms from different vendors to best serve your prospects needs
  • Work with Larkspur/Judy Diamond to generate leads of plan sponsors
  • Market directly to plan sponsors
  • In-depth knowledge of defined contribution, 401(k) plans
  • Experience presenting to Boards and Plan Sponsors.
  • Successful sales experience
  • Bachelor’s degree required; Additional certifications a plus
Compensation:  Base salary $75,000 to $85,000 plus incentive on new business

Keywords:  Trust, Wealth Management, Retirement Plan Services, 401(k)

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