BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:

Job Type:

Account Representative (Retirement Plans) (943-4)

Los Angeles, CA

COMPENSATION: Base salary $60-65k plus bonus

SUMMARY: Life Insurance Company seeks an Account Representative with sales
experience and understanding of retirement plans (401(k)/403(b)/457), to sell
to institutional client prospects in Los Angeles?specifically the coastal
region from Long Beach to Santa Barbara.

RESPONSIBILITIES: Emphasis will be on soliciting new group takeover plans and
cross selling products
Solicitation/procurement of new group accounts through referrals/cold
calling/mailing campaigns/personal visits for the implementation of employee
benefit plans and to direct the sale of individual products
Visit current accounts regularly with direction/supervision from the Regional
Coordination of client service matters and documentation of any related issues
Present benefit plans on-site at group accounts and participate in individual
enrollment meetings as needed

2-5 years of sales experience preferred; telephone cold calling experience
Bachelor?s degree strongly preferred
FINRA Series 6 and 63 and insurance licenses preferred; will have to sit for
these licenses if not held already
Knowledge of all insurance products underwritten by company required
General business acumen with strong motivation/communication skills
CLU/ChFC, CRPS or CEBS designation a plus
Driver?s license required

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