Internal Retirement Specialist- Kentucky Deferred Comp
Core
Provide retirement plan expertise, education, and guidance to participants and field specialists for the Kentucky Deferred Comp plan.
Role type
Internal Retirement Specialist (Financial Services)
Builds
Retirement savings plans and participant education programs
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
FINRA Series 6, 63, 65 licenses, State Life license, defined contribution plan knowledge, consultative selling, relationship building, retirement projections, asset allocation advice
Preferred skills
Financial advisor experience, sales call center experience, defined contribution plan knowledge
Technologies
ProAccount, industry trend analysis tools
Responsibilities
Receive inbound calls to provide education and guidance on retirement plans; initiate calls to encourage contribution increases; complete account reviews and analyze risk assessments; calculate retirement projections; provide education on distributions and transfers; build strategic relationships with field specialists and program directors; advise on practice management and industry trends.
Seniority
Individual Contributor, 2+ years experience