Retirement Plan Advisor
Core
Assist public employees in the Las Vegas region in achieving successful retirement through group and individual presentations for defined contribution Government 457 plans.
Role type
Retirement Plan Advisor (Financial Services)
Builds
Retirement income strategies and financial plans for public sector participants
Domain
Financial Services / Retirement Planning / Public Sector
Deliverable
client delivery
Required skills
consultative sales, strategic partnership building, territory management, data-driven analytical thinking, regulatory compliance documentation
Preferred skills
Salesforce proficiency, defined contribution plan knowledge, high-level consultative client interaction experience
Technologies
Salesforce, MS Word, Excel, PowerPoint, Teams
Responsibilities
Conduct Retirement Readiness Reviews and group presentations; Develop strategic partnerships with key stakeholders; Manage meeting schedules and travel; Create and execute business plans to drive retirement income objectives; Document interactions in Salesforce for compliance; Achieve plan level and individual goals.
Seniority
Mid-level, hands-on IC