Appraiser - Commercial Report Writer

A growing financial services leader with grade "A" office space in the greater Providence area is hiring: Retirement Services Consultants have the responsibility for supporting Investment Professionals in the sale of 401(k), Profit Sharing and Money Purchase retirement plans, as well as building and enhancing customer satisfaction and loyalty.

The primary responsibilites include the following: Manage a territory of Investment Professionals in their sale and retention of 401(k), profit sharing and money purchase plans. Cultivate and strengthen business relationships with Investment Professionals and increase the number of producing Investment Professionals in an assigned territory.


REQUIREMENTS
The ideal candidate will have the following qualifications: Bachelors’ degree or equivalent experience, 3-5 years experience working with qualified retirement plans in the mutual fund or related industry, and knowledge of financial services industry, ERISA, IRC and defined contribution retirement plans. The Series 6 and 63 are required, and CEBS, ASPA or related designations are a plus.

There is a generous salary and incentive plan that will hit $80K at plan, as well as the best benefits in the industry.

For more information, confidentially email Chris Lowis at [Click here for email]

Careerbuilder Related Terms: retirement, sales, series 6, 401(k), profit sharing, money, invest, plan, ERISA, IRC, CEBS, ASPA