обновлено 3 дня назад
Senior Retirement Specialist (Private/Corporate Sector) (Finance)
68 000 - 127 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Retirement Specialist (Private/Corporate Sector) (Finance): Delivering retirement education, financial guidance, sales, and relationship management for corporate and private-sector retirement plan participants across an assigned U.S. territory with an accent on defined contribution plans, participant counseling, and plan growth. Focus on building relationships with decision-makers, leading seminars and specialist teams, acquiring new cases, and solving customer and administrative issues across the territory.
Location: Texas; territory coverage includes Arkansas, Oklahoma, Missouri, Mississippi, Louisiana, and Florida. Travel within the assigned territory is required, and living in Texas is preferred. May be required to work from home.
Salary: $68,000–$127,000 annually; expected starting range: $68,000–$102,000.
Company
is a Fortune 100 financial services company providing retirement, insurance, and protection products to individuals and businesses.
What you will do
- Schedule and conduct one-on-one and group retirement seminars for existing and prospective participants.
- Provide counseling and guidance on defined contribution retirement savings plans, annuities, investments, and related financial products.
- Develop, manage, and retain participant and key entity relationships to expand products and services within retirement plans.
- Identify prospects, acquire new small cases, and support sales growth across the assigned territory.
- Support the Program Director with territory planning, execution strategies, training, presentations, and policy or process updates.
- Lead a group of Retirement Specialists, troubleshoot inquiries, manage special projects, and work with home office teams to resolve customer issues.
Requirements
- Three years of related experience in financial, sales, or educational services.
- Undergraduate studies in insurance, business, marketing, or a related field are preferred.
- FINRA Series 6 license and life and health insurance licenses are required; Series 63 and 65 may also be necessary, or Series 7 and 66.
- Expertise in public-sector business, 457 plans, retirement products, and financial services.
- Strong sales, communication, presentation, relationship management, and territory management skills.
- Valid driver’s license and satisfactory driving record required; regular travel within the assigned territory is required.
Nice to have
- Spanish bilingual capabilities.
Culture & Benefits
- Full-time exempt employment with medical, dental, and vision coverage.
- Life insurance, short- and long-term disability coverage, paid time off, and paid holidays.
- 401(k) with company match and a company-paid pension plan.
- Inclusive workplace focused on respect, appreciation, engagement, and equal opportunity.
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