Sr Retirement Specialist
Core
Drive sales, provide education, and deliver service for plan participants in defined contribution retirement savings plans, while building relationships with key entity contacts to expand products and services.
Role type
Senior Retirement Specialist (Sales & Education)
Builds
Defined contribution retirement savings plans and deferred compensation programs
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, strategic thinking
Technologies
FINRA Series 6, 63, 65, 7, 66, Life & Health licenses
Responsibilities
Schedule and conduct one-on-one and group seminars for potential and existing 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 plan features; assist in territory planning and execution strategies; lead special projects related to marketing, customer service, and enrollment; troubleshoot problems and implement process improvements.
Seniority
Senior, hands-on IC