Internal Retirement Specialist - State Licensed

VirtualVocations
Tamarac, Florida, United States
Full-time

A company is looking for an Internal Retirement Specialist to provide retirement plan expertise to participants.Key Responsibilities : Provide education and guidance to participants regarding their retirement plansInitiate calls to discuss contribution levels and encourage increases in deferralsAnalyze individual risk assessments and advise on asset allocation optionsRequired Qualifications, Training, and Education : Undergraduate studies in business, finance, communications, marketing, or a related field preferredFINRA Series 6, 63, and 65 licenses, along with Life and Health license requiredMinimum of two years of experience in a relationship / sales-driven positionExperience in a sales call center environment and financial services background preferredIn-depth knowledge of insurance and financial products, with a preference for defined contribution plans

16 days ago
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