Job Description
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.
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