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Business Development - Retirement Planner

Sioux City, IA | Direct Hire

Job ID: 0033-051 Industry: Banking

Local client looking for a professional, personable candidate who enjoys meeting with prospective clients to discuss retirement planning.  Excellent company to work for; very community/customer service-oriented with positive employee team-oriented culture. 

The Business Development - Retirement Planner will be:

  • Making connections to develop and assist clients with retirement planning that may include investments and trust business. 
  • Completing analysis on potential clients' plans consisting of design, cost comparison and performance
  • Developing and maintaining funnel of prospective customers
  • Assisting business partners in the development of these services
  • Participating in seminars and employee education for current and prospective clients
  • Traveling to surrounding areas with occasional overnights as needed

Business Development - Retirement Planner Candidates should have:

  • BS Degree or equivalent experience
  • 2+ years of sales experience in related field
  • Self-motivated, confident, outgoing, professional, friendly, caring and positive attitude
  • Computer proficiency with multiple systems and programs
  • Excellent oral, written and interpersonal communication skills
  • Valid Driver's License and good driving record for company insurance

    EEO/AA Client - Pre-employment physical, drug screen, background & credit checks may be required

    If interested, please send resume to:

Janet Roepke

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Jobs Apply Now October 17, 2014

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  • 509 Douglas Street
  • PO Box 3124
  • Sioux City, IA 51102
  • T: 712-258-2453
  • F: 712-277-1512


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