401(k) Sales Director

2 days ago


Simi Valley, California, United States Monarch Plan Advisors Full time

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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