Internal Retirement Specialist- [Remote]
About the position
Responsibilities
• Receives inbound calls from participants and provides education and guidance regarding their retirement plan.
• Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals.
• Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results.
• Calculates retirement projections for participants as requested and provides counsel on results.
• Provides education to participants to understand individual retirement distributions, transfers or consolidation needs.
• Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals.
• Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s).
• Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors.
• May perform other responsibilities as assigned.
Requirements
• Possession of FINRA Series 6, 63, and 65 licenses; Series 7 and 66 are also acceptable.
• State Life & Health Licenses must be obtained.
• Minimum of two years of experience in a relationship/sales driven position.
• Experience in a sales call center environment preferred, as well as financial services background.
• In-depth knowledge of insurance and financial products.
• Knowledge of defined contribution plans preferred.
• Proven consultative selling/advising skills and ability to follow processes.
• Strong time management/organization skills, receptive to coaching and customer focused.
• Ability to balance multiple priorities with excellent communication skills.
Nice-to-haves
• Undergraduate studies in business, finance, communications, marketing or related field preferred.
Benefits
• Medical, dental, and vision insurance
• Life insurance
• Short and long term disability coverage
• Paid time off (minimum of 18 days per year)
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire
• Additional benefits as outlined in the job description.
Apply Now
Apply Now
Responsibilities
• Receives inbound calls from participants and provides education and guidance regarding their retirement plan.
• Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals.
• Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results.
• Calculates retirement projections for participants as requested and provides counsel on results.
• Provides education to participants to understand individual retirement distributions, transfers or consolidation needs.
• Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals.
• Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s).
• Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors.
• May perform other responsibilities as assigned.
Requirements
• Possession of FINRA Series 6, 63, and 65 licenses; Series 7 and 66 are also acceptable.
• State Life & Health Licenses must be obtained.
• Minimum of two years of experience in a relationship/sales driven position.
• Experience in a sales call center environment preferred, as well as financial services background.
• In-depth knowledge of insurance and financial products.
• Knowledge of defined contribution plans preferred.
• Proven consultative selling/advising skills and ability to follow processes.
• Strong time management/organization skills, receptive to coaching and customer focused.
• Ability to balance multiple priorities with excellent communication skills.
Nice-to-haves
• Undergraduate studies in business, finance, communications, marketing or related field preferred.
Benefits
• Medical, dental, and vision insurance
• Life insurance
• Short and long term disability coverage
• Paid time off (minimum of 18 days per year)
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire
• Additional benefits as outlined in the job description.
Apply Now
Apply Now