Retirement Plan Associate
EarnedUnited States
Posted September 29, 2025
Full Time
About the Company
Earned Wealth is a comprehensive wealth management solution tailored for doctors, their families, and practices. Our tax-smart approach addresses unique financial challenges, optimizing wealth potential from residency through retirement. By integrating wealth and tax management under one roof, we empower doctors to achieve better financial outcomes and independence.
Job Description
Earned Wealth is seeking a Retirement Plan Associate to engage potential clients through lead generation and scheduling meetings with the Director of Client Development. This role involves nurturing leads, supporting sales funnel completion, and closing leads based on a customer's current retirement plan solutions. The ideal candidate will be a relationship builder and ambassador for the company with a focus on efficiency and client success.
Requirements
- Actively prospect and lead nurture to drive revenue goals.
- Own and accountability of the sales funnel.
- Provide expert sales support to the Director of Client Development.
- Respond to Director of Client Development and Relationship Managers inquiries.
Benefits
- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
