Senior Retirement Specialist
Core
Drive sales, provide education, and deliver service for plan participants in the County Employees' Retirement Fund 457/401a Plan, focusing on defined contribution retirement savings plans.
Role type
Senior Retirement Specialist (Financial Advisor)
Builds
Defined contribution retirement savings plans and related financial products
Domain
Public sector retirement plans / Financial services
Required skills
FINRA Series 6, 63, 65 or Series 7 & 66; State Life & Health license; Defined contribution retirement savings plans knowledge; Financial counseling; Territory management; Seminar delivery; Relationship building
Preferred skills
Financial advisor experience; Public sector business expertise; Annuity and investment products knowledge
Technologies
None stated
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; Provide counseling and guidance on retirement savings plan features and benefits; Assist Program Director in territory planning and team building; Act as a team lead for a group of Retirement Specialists; Lead special projects related to marketing, customer service, and enrollment
Seniority
Senior, hands-on IC with leadership responsibilities