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
Related jobs
Promoted
VirtualVocations
Tamarac, Florida

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 deferralsAnaly...

Promoted
VirtualVocations
Tamarac, Florida

A company is looking for a Coding Specialist to apply medical coding standards to cardiovascular lab and interventional radiology procedures. ...

Promoted
Professional Career Solutions
Plantation, Florida

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. We're seeking someone who is great with people, building relationships, and putting customers first. Ability to listen to and underst...

Promoted
Moss
Fort Lauderdale, Florida

Moss's Project Manager II is the primary on-site administrative leader working with owners, design partners, and subcontractors to ensure that all work complies with project requirements, including quality, schedule, and budget. They develop, monitor, and update project schedules/curves and review p...

Promoted
VirtualVocations
Tamarac, Florida

A company is looking for a Senior Cloud Services Project Manager for eDiscovery. ...

Promoted
AM Home Delivery
Pompano Beach, Florida

As an OTR Driver, you will be responsible for transporting goods within our exclusive in-house supply chain network to distribution centers across the country, ensuring safe and timely delivery to various locations across the country. We are seeking experienced and reliable CDL Class A Over the Road...

Promoted
Firehouse Subs
Dania Beach, Florida

Available positions for Shift Leader, Sandwich Maker, Slicer, and Cashier at this location. ...

Promoted
AutoZone
Plantation, Florida

AutoZone is the place for you!  Our commercial delivery driver position is responsible for the delivery of parts to our commercial customers. Must be at least 18 years old and have a valid driver's license and able to meet AutoZone’s driver requirements. You don’t have to use your own vehicle, you c...

Promoted
POOLCORP
Weston, Florida

The Warehouse Associate supports the team and our customers by accurately and safely receiving/pulling orders in a fast-paced environment. On a daily basis our Warehouse Associate:. Communicates positively with supervisors, sales staff, fellow workers and customers to coordinate deliveries/pick-up. ...

Promoted
Technologent
Fort Lauderdale, Florida

We are seeking a skilled Project Manager for a long-term client project who will be responsible for the planning, coordination, and status reporting of Agile and non-Agile projects from initiation to implementation. Ensures accurate reflection of project budgets, forecasts, and actuals within projec...