Sr. Retirement Specialist (Government/Public Sector)
Core
Drive sales, provide education, and deliver service for public sector retirement plan participants and prospects.
Role type
Senior Retirement Specialist (Public Sector)
Builds
Defined contribution retirement savings plans and deferred compensation programs for government entities
Domain
Public sector / Retirement Solutions
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, sales, presentation skills
Preferred skills
FINRA Series 6, 63, 65 licenses, life and health licenses, undergraduate degree in insurance/business/marketing
Technologies
None stated
Responsibilities
Schedule and conduct one-on-one and group seminars for participants; develop relationships with key entity contacts at department head level; act as a team lead for a group of Retirement Specialists; lead special projects related to marketing, customer service, and enrollment; support Program Director with training and territory planning
Seniority
Senior, hands-on IC