Job Description

Retirement Plan Advisor, Vice President, New Business Development Join to apply for the Retirement Plan Advisor, Vice President, New Business Development role at HORAN Wealth Retirement Plan Advisor, Vice President, New Business Development 10 months ago Be among the first 25 applicants Join to apply for the Retirement Plan Advisor, Vice President, New Business Development role at HORAN Wealth Get AI-powered advice on this job and more exclusive features. Position: Retirement Plan Advisor, Vice President, New Business Development Department: Retirement Plan Consulting Full or Part Time: Full Time FLSA Status: Exempt Position Reports To: Retirement Plan Advisor, SVP , Client Relationship & New Business Development Position Summary: We are seeking a dynamic and motivated Retirement Plan Salesperson to join our team. The ideal candidate will have a minimum of 3 years in retirement plan sales or 5 years in retirement plan sales support. This role requires someone with an entrepreneurial mindset who is a self-starter, a go-getter, and highly motivated to achieve results. The successful candidate will excel in networking and building relationships. They should be friendly, outgoing, and possess excellent communication skills. This position is designed with a growth path. Core Responsibilities: Sales & Business Development: Identify and develop new business opportunities in the retirement planning sector. Drive sales through proactive outreach, cold calling, networking, and client referrals. Networking: Actively participate in industry events, seminars, and networking opportunities to expand your professional network and generate leads. Product Knowledge: Stay up to date with the latest retirement plan products, services, and industry trends. Provide clients with informed recommendations based on current market conditions. Consultative Selling: Employ a consultative sales approach to understand client needs, present appropriate retirement plan solutions, and close sales. Team Collaboration: Work closely with internal teams, including our dedicated retirement plan advisors, to ensure seamless service delivery and client satisfaction. Compliance: Adhere to all regulatory requirements and company policies in the sale of retirement plans. Qualifications Required: Experience: 3 years of experience in retirement plan sales or 5 years sales support in the retirement plan business. Education: Bachelor’s degree in business, Finance, or a related field preferred. License: Must possess either a Series 65 or 66. Certain certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) accepted in lieu of licensing. Desired Skills: History of results: Success in developing new retirement plan business with measurable results. Entrepreneurial mindset: A self-driven individual with a strong desire to expand and strengthen the team’s portfolio. Networking skills: Ability to build and maintain a robust professional network. Communication: Excellent verbal and written communication skills. Customer-Centric: A commitment to providing exceptional customer service. Motivated: Highly motivated, with a go-getter attitude and a passion for achieving results. HORAN History: Since 1948, HORAN has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky. HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group (RPAG). Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanwealth.com to learn more. How to Apply: Please visit the HORAN Careers Page or and click on the job title to apply, or email jobs@horanwealth.com if you have any questions. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC. Investment advisory services offered by HORAN Capital Advisors and HORAN Wealth Management, both SEC Registered Investment Advisors. Securities offered through HORAN Securities Inc., member FINRA | SIPC. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Business Development and Sales Referrals increase your chances of interviewing at HORAN Wealth by 2x Sign in to set job alerts for “Vice President of New Business Development” roles. Senior Vice President, Business Development & Client Officer - Healthcare SVP, Marketing Business Development Leader Cincinnati, OH $200,000.00-$330,000.00 19 hours ago Vice President (VP) of Business Development Cincinnati, OH $100,000.00-$120,000.00 3 days ago Vice President of Sales (Open for Relocation) Manager, Administrative Operations & Budget (NKU Internal Only) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr HORAN Wealth

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