Senior Retirement Specialist
Core
Drive sales, provide education, and deliver service for plan participants in the public sector, focusing on defined contribution retirement savings plans and 457 plans.
Role type
Senior Retirement Specialist (Sales & Education)
Builds
Defined contribution retirement savings plans and deferred compensation programs for public sector entities
Domain
Public sector finance / Retirement planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Public sector business expertise, 457 plan knowledge, annuity and investment product knowledge, territory management, seminar delivery, relationship building, problem solving
Preferred skills
Financial advisor experience, leadership skills, strategic thinking
Technologies
None stated
Responsibilities
Schedule and conduct one-on-one and group seminars for potential and existing participants; develop, manage, and retain relationships with key entity contacts at the department head level; serve as a financial resource by providing counseling on retirement savings plan features; assist in territory planning and execution strategies; lead special projects related to marketing, customer service, and enrollment; act as a point of contact for inquiries and troubleshoot problems
Seniority
Senior, hands-on IC