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Online Resumes with "retirement plan consultant"



Retirement Plans Consultant

I have over 16 yrs of experience managing all types of retirement plans. I am seeking an opportunity as a consultant to utilize those skills for plan sponsors in the industry.

Tags for this Online Resume: Retirement, Account Management, Business Development, Consulting, Defined Contribution, Financial Services

Insurance Sales Representative - 20 Years of Experience - Near 85750

Tags for this Online Resume: Phoenix, Tucson , San Diego, Retirement plan consultant, Retirement plan sales, qualified retirement plan, CLU, ChFC, FLMI

Sales Manager - 19 Years of Experience - Near 33647

Areas of Expertise * Benefit Plan Design Consulting and Sales ERISA, PPA & DOL Regulations & Compliance Financial Advisor Training & Development 404c Fiduciary Support & Knowledge Corporate Contract Negotiations & Sales 457, 403b, 401 (k) & Defined Benefit Plans Direct B2B Corporate Client Sales Investment Capital Marketing & Relationships Territory Launch & Turnaround Management Wire-House & Bank Channel Development Retire...

Tags for this Online Resume: Tampa, Retirement Plan Consulting, Retirement Sales, Recruiting, Wholesaler, Financial Consulting, Distribution, Equity, Infrastructure, Management, Insurance Sales, Benefits, Consulting, Wealth Management, Risk, Compliance, Audits

Featured Profile

Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.

I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.

Ideal Companies: Wells Fargo, lululemon athletica, Amazon, ADP

Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator

Manager - 20 Years of Experience - Near 19709

Areas of Expertise Business Development Customer Service Relationship Management Market and Product Intelligence Sales and Sales Support Case Development and Support Private Placements Product Development Retirement Planning Strategies Project Management Wealth Management Strategies Executive Compensation Strategies Group Benefits Management Training and Development Affluent and Small Business Marketing Managed department r...

Tags for this Online Resume: Benefits, Insurance, Management, Planning, Annuity, Product Management, Alternative Investments, Benefits Management, Billing, Business Development, manager

Compensation & Benefits Manager - 20 Years of Experience - Near 19047

Tags for this Online Resume: Health and Welfare, Billing, Statistics, ERISA, Appraisals, Benefits, Consulting, Human Resources, Payroll, Project Management

Featured Profile

Financial Specialist - 10 Years of Experience - Near 80017

Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.

Ideal Companies: Great West, TransAmerica, JP Morgan Chase

Tags for this Online Resume: retirement, series 65, series 6, series 63

Financial Advisor - 18 Years of Experience - Near 80922

Ideal Companies: sales management, territory sales, travel, internal sales executive, Colorado springs

Tags for this Online Resume: Sales, Insurance, Financial, Planning, High Net Worth, Book of business, Consultative Sales, Estate planning, Real Estate, SAP MM module

Sales Representative

Ideal Companies: outside sales, sales territory manager, sales manager

Tags for this Online Resume: Equity, Sales, Compensation, Distribution, Annuity, Business Development, RIA, Security

Sales Representative

Tags for this Online Resume: Wireless, Book of business, Sales, Account Manager, Applications, Business Development, Business Planning, C Programming Language, Cold Calling, Consultative Sales