Retirement Plan Sales Consultant
The Retirement Consulting Services department provides advanced technical, marketing, and product-based support, as well as legislative updates, to help our advisors service and grow their retirement business.

As a retirement plan sales consultant, your responsibilities would include:

• Handling inquiries from advisors regarding sales opportunities, product options, tools, and resources pertaining to retirement plans and accounts
• Handling calls from advisors and home office staff on a variety of retirement-related topics, from qualified plans (e.g., 401(k)s, 403(b)s, and 457(b)s); to IRAs, Roths, and SEP-/SIMPLE IRAs; to distributions, portability, and the like
• Fielding inquiries from advisors who may be facing a new client/prospect situation, and assisting with qualified plan design, contributions, and administration
• Actively listening to advisors to gain an overall understanding of their needs in order to help identify the most appropriate retirement solution for their clients
• Assisting Retirement Consulting Services team members with managing day-to-day activities and contributing to various projects
• Researching industry trends and writing materials related to retirement plan compliance and business development
• Assisting advisors and team members with developing sales ideas and creating marketing campaigns and materials

The ideal candidate would also meet the following requirements:

• Understanding of ERISA and fiduciary responsibilities
• Familiarity with RIA model and fee-based management
• Outstanding communication, interpersonal, and relationship-building skills
• High degree of computer literacy and database management
• BA/BS degree
• FINRA Series 7, 63, and 65 registrations, required
• AIF^®, PRP, or CRPS^®, preferred
• At least 5 years of experience in the defined contribution space

A Best Place to Work, a Great Place to Be
Commonwealth Financial Network^® is an independent broker/dealer based in Waltham, Massachusetts, and San Diego, California.

We are a community of more than 400 home office staff helping more than 1,300 independent financial advisors achieve their own version of success. Our dual vision—to be the best at everything we do and to maintain a supportive environment where we all can thrive—has earned us recognition as a Top Workplace in the midsize category in the Boston Globe’s list of the 100 Top Places to Work for two consecutive years—including being named the #1 midsize company in 2008; the #1 Best to Place to Work by the San Diego Business Journal in 2009; a Boston Business Journal Best Place to Work each year from 2004 to 2009; and a Computerworld Best Place to Work in IT from 2007 to 2009

We stand apart for our commitment to indispensable service, profitability, individual development—and fun. If you’re equally passionate about what you do and want to know more about our refreshing culture, please let us hear from you.

Commonwealth Financial Network is an equal opportunity employer.

San Diego, CA position