Sr. Retirement Specialist (Government/Public Sector)
Core
Drive sales, provide education, and deliver service for public sector retirement plan participants in California.
Role type
Senior Retirement Specialist (Public Sector)
Builds
Defined contribution retirement savings plans for government entities
Domain
Public sector / Retirement planning
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, leadership skills
Technologies
None stated
Responsibilities
Schedule and conduct one-on-one and group seminars for participants; develop and retain relationships with key entity contacts at the department head level; serve as a financial resource by providing counseling on retirement savings plans; act as a team lead for a group of Retirement Specialists; lead special projects related to marketing, customer service, and enrollment; support the Program Director with training and territory planning.
Seniority
Senior, hands-on IC