Sr Retirement Specialist
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 high-profile organizations
Domain
Financial Services / Retirement Planning
Required skills
Financial counseling, seminar delivery, relationship building, territory management, public sector business knowledge, 457 plan expertise, annuity and investment product knowledge, sales, communication, presentation
Preferred skills
Financial advisor experience, leadership skills, problem-solving
Technologies
FINRA Series 6, 63, 65, 7, 66, Life & Health license
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 retirement savings plans; assist Program Director in territory planning and team building; lead special projects related to marketing, customer service, and enrollment; troubleshoot problems and implement process improvements.
Seniority
Senior, hands-on IC