Retirement Plan Sales Associate

To apply, please e-mail resume to



  • Generate leads through direct marketing efforts (phone calls, email campaigns, etc)
  • Develop relationships with centers of influence through network marketing
  • Assist in the design and implementation of marketing campaigns
  • Planning and implementation of seminars and client appreciation events


  • Bachelor’s degree in Advertising, Business, Communications, Economics, Finance, English, Marketing, Psychology, Public Relations or comparable area of study
  • Financial services background preferred
  • Excellent organizational, analytical, negotiation, written and verbal communication skills
  • Strong Internet skills
  • Proficiency in MS Word, Excel, PowerPoint, Publisher, and Outlook
  • Sales Associates should have previous cold calling / direct marketing experience

Desired Traits

  • Self-motivated, detail-oriented, focused and ambitious
  • Excels in creative and innovative thinking and problem solving
  • Projects self-confidence and enthusiasm
  • Professional demeanor, team player, positive attitude
  • Ability to prioritize, juggle multiple projects and meet deadlines, both as an individual contributor and support team member
  • Uses resources effectively and efficiently to reach goals


  • Base salary plus bonus incentives
  • Medical benefits and 401(k) plan
  • PTO

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