Retirement Plan Advisor
Core
Assist public employees in the Milwaukee area in achieving financial freedom through group and individual presentations on defined contribution Government 457 plans.
Role type
Retirement Plan Advisor (Financial Services)
Builds
Retirement readiness reviews and strategic partnerships for employer-sponsored plans
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
consultative presentation skills, territory management, strategic planning, Salesforce proficiency, MS Office suite
Preferred skills
defined contribution plan knowledge, building blocks for retirement planning, high-level 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; Document interactions in Salesforce; Achieve plan level and individual goals
Seniority
Mid-level, hands-on IC