Retirement Plan Advisor Strategic Client Growth

IMA Financial Group

  • Bellevue, WA
  • 4 days ago
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    Skills

    • Consultative Salesunmatched
    • Customer Relationship Management (CRM)unmatched
    • Institute of Management Accountants (IMA)unmatched
    • Microsoft Officeunmatched
    • Retirement Planunmatched
    • Retirement and Pension Managementunmatched
    • Salesunmatched
    • Sales Prospectingunmatched
    • Series 65unmatched
    • Strategic Planningunmatched

    Description

    IMA Financial Group, Inc. is seeking a Retirement Plan Sales Advisor to drive new business and manage ongoing client relationships in the Washington area. You will apply a consultative sales approach to identify prospects, tailor solutions, and execute plan enhancements in collaboration with Retirement Plan Managers.The role requires 3+ years of retirement plan sales experience, FINRA Series 65, and MS Office proficiency. Moderate travel (25-50%) is expected.#J-18808-Ljbffr

    Numbers & Facts

    LocationBellevue, WA

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