Sr. Retirement Specialist - Virginia
Core
Drive sales, provide education, and deliver service for plan participants in defined contribution retirement savings plans.
Role type
Senior Retirement Specialist (Financial Advisor)
Builds
Retirement savings plans and financial counseling services
Domain
Financial Services / Retirement Planning
Required skills
FINRA Series 6, 63, 65 or Series 7 & 66; Life & Health license; Defined contribution retirement savings plans knowledge; Financial counseling; Territory management; Public sector business expertise; 457 plans knowledge; Annuity and investment products knowledge
Preferred skills
Financial advisor experience; Undergraduate degree in related field; Insurance, business, or marketing background
Technologies
FINRA Series 6, 63, 65, Series 7, 66, 457 plans
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