401(k) Sales Director (Partner Track Opportunity)

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

Job Type: Full-time

Pay: $125,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan

Application Question(s):

• Do you have experience selling 401(k) plans to plan sponsors?
• Are you currently acting in an advisory or wholesaling role?

Work Location: In person