401(k) Sales Director
2 days ago
Who Are You?
You're not looking for another sales job—you're looking to
build something
.
You want to work at a firm where you can make a real impact, grow quickly, and ultimately earn a
meaningful ownership stake
. You thrive in entrepreneurial environments, you love talking to people, and you're excited by the idea of helping companies run better 401(k) plans for their employees.
You want a career path—not just a commission path.
You want to
be an owner
, not just an employee.
Your Background
You've been around the retirement plan industry enough to understand how the business works. Ideally, you have experience in:
- 401(k)/403(b) sales
- Talking confidently with CFOs, HR leaders, and business owners
- Understanding
fee structures
, fund menus, benchmarks, and basic fiduciary concepts
Licensing:
You already hold (or are willing to obtain) your
Series 65
or
Series 7
. We will support you in passing it if needed.
What You'll Do
Sales & Prospecting
- Run and oversee our
cold-call sales desk - Hold in person & virtual prospect meetings
- Follow up with prospects, and support the sales cycle
- Travel to prospect and COI meetings
COI & Client Development
- Build relationships with CPAs, benefits brokers, attorneys, PE firms, and other COIs
- Coordinate COI lunches, events, and networking opportunities
Marketing & Events
- Assist with webinars, workshops, and on-site events
- Help coordinate logistics, communication, and follow-up
- Support outreach campaigns and content initiatives
Requirements
- Full-time, in-person (Simi Valley, CA)
- Some travel for COI events and prospect meetings
- Series 65 or 7 (or willingness to obtain upon hire)
- Strong communication and relationship skills
- Comfortable with cold calling and outbound outreach
Compensation
- Competitive salary + performance bonuses
- Benefits package
- Clear path to
partnership
based on results
-
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