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Retirement Plan Advisor Strategic Client
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-07-14
Listing for:
IMA Financial Group, Inc.
Full Time
position Listed on 2026-07-14
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
IMA Financial Group, Inc. is seeking a Retirement Plan Sales Advisor to drive new business and manage ongoing client relationships in the Washington area. You will apply a consultative sales approach to identify prospects, tailor solutions, and execute plan enhancements in collaboration with Retirement Plan Managers.
The role requires 3+ years of retirement plan sales experience, FINRA Series 65, and MS Office proficiency. Moderate travel (25-50%) is expected.
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