Retirement Plan Consultant

Tulsa, OK 74101

Posted: 04/24/2024 Industry: Trust Job Number: 17191 Pay Rate: $150,000.00

Job Description

Retirement Plan Consultant

We are working on an exciting Retirement Plan Consultant role based in Tulsa, OK. This is a very attractive sales position with a well-established, well-respected retirement plan services provider and it comes with an outstanding benefit package and a built-in referral network upon which to draw. If you enjoy the thrill of the chase, get excited about building relationships, and like the idea of being able to hand the servicing of the plans off to an administrative team for ongoing support, this opportunity could be for you. Contact us today!

What you will be doing:

  • Building relationships with key retirement plan prospects across Tulsa and greater Oklahoma.
  • Educating prospects on how your organization sets itself apart in a very competitive retirement plan marketplace.
  • Helping plan and organization entertainment and educational activities to further enhance relationships and demonstrate credibility and value.
  • Working closely with other members of the Retirement Plan Services team and other potential referral sources to help close deals.
  • Serving as the face of the organization within Tulsa and the broader Oklahoma community.

A successful candidate for this Retirement Plan Consultant will possess the following:

  • A strong track record of success calling on, and selling to, mid to large commercial customers in Oklahoma.
  • A proven ability to sell value over price.
  • The ability to network, entertain and maintain long term prospect and customer relationships.
  • A four year degree in business, finance, marketing or other related fields.
  • Retirement plan or investment sales experience is highly preferred but not mandatory. The key is the ability to hunt, build relationships and bring in trusted technical experts through the selling process.
  • CPFA / QPFC is not required but would be a plus.

Compensation: Compensation will be a combination of base and bonus. The base salary will approach six figures and bonus / commission is uncapped and could double that with success.

Benefits: Full and very competitive.

Desired Location: Tulsa, OK area.

Career 1 Source has been focused on Executive Level recruiting since 2008, our network runs deep. If this role isn't quite the right fit for you, but are still open to exploring career growth, feel free to do so HERE. Or, if you know someone who may be interested in this role, please reach out HERE. We provide up to a $500 referral bonus for individuals that are referred, and we place.

*Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Retirement Plan Consultant job.

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

About Tulsa, OK

Join us in exploring exciting job opportunities in the vibrant area surrounding Tulsa, Oklahoma! Known for its rich cultural heritage, thriving arts scene, and endless outdoor adventures, Tulsa offers a perfect blend of work and play. With iconic landmarks like the BOK Center, Philbrook Museum of Art, and the Gathering Place, as well as unique cuisine ranging from barbecue to gourmet food trucks, this region truly has something for everyone. Cheer for the Tulsa Drillers baseball team at ONEOK Field, immerse yourself in a performance at the Tulsa Performing Arts Center, or enjoy a leisurely day at Woodward Park. Discover why Tulsa is not just a place to work but a place to grow and thrive in your career!