Internal Retirement Specialist
Core
Provide retirement plan expertise and consultative advice to participants and field specialists to help individuals prepare for retirement.
Role type
Internal Retirement Specialist (Financial Services)
Builds
Retirement plan education, contribution strategies, and asset allocation recommendations for high-profile organizations
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
FINRA Series 6, 63, 65 licenses, Life and Health license, consultative selling, relationship building, retirement plan knowledge
Preferred skills
Defined contribution plans knowledge, sales call center experience, bilingual Spanish and English
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 calculate retirement projections; advise on distributions and transfers; build strategic relationships with field specialists and program directors; apply knowledge of market movements and legislation to provide counsel.
Seniority
Individual Contributor, 2+ years experience