Retirement Plan Advisor – Strategic Sales & Advisory
Job in
Newton, Middlesex County, Massachusetts, 02165, USA
Listed on 2026-07-13
Listing for:
IMA Financial Group, Inc.
Full Time
position Listed on 2026-07-13
Job specializations:
-
Sales
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Finance & Banking
Job Description & How to Apply Below
IMA Financial Group, Inc. seeks a seasoned sales professional to identify retirement plan prospects, present tailored solutions, and drive service adoption. You will work with Retirement Plan Managers to ensure smooth client experiences while growing assets and relationships across plans.
The role requires a Bachelor's degree and 3+ years of retirement plan sales experience, with FINRA Series 65. Travel up to 50% may be involved; MS Office proficiency is expected.
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