Senior Retirement Specialist - Colorado
Core
Drive sales, provide education, and deliver service for plan participants in defined contribution retirement savings plans.
Role type
Senior Retirement Specialist (Sales & Education)
Builds
Defined contribution retirement savings plans for public sector organizations
Domain
Financial Services / Retirement Planning / Public Sector
Deliverable
client delivery
Required skills
FINRA Series 6, 63, 65 or 7 & 66; Life & Health license; defined contribution retirement savings plans knowledge; financial counseling; territory management; seminar delivery
Preferred skills
Financial advisor experience; public sector business expertise; 457 plans knowledge; annuity and investment products knowledge
Technologies
None stated
Responsibilities
Schedule and conduct one-on-one and group seminars for potential and existing participants; develop, manage, and retain relationships with participants and key entity contacts; serve as a financial resource by providing counseling and guidance on plan features and benefits; act as a team lead for a group of Retirement Specialists; lead special projects related to marketing, customer service, and enrollment
Seniority
Senior, hands-on IC