обновлено 9 дней назад
Sr. Retirement Specialist
68 000 - 127 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Retirement Specialist (Retirement Plans/Financial Services): Delivering retirement education, counseling, sales, and participant services for defined contribution plans with an accent on seminar delivery, territory management, and relationship development. Focus on supporting public-sector 457 plans, leading Retirement Specialists, troubleshooting customer issues, and expanding plan products and services.
Location: Maryland; supports the City of Baltimore with a hybrid schedule and rotating in-office expectations. Travel within the assigned territory is required.
Salary: $68,000–$127,000 national range; expected starting range of $68,000–$102,000 annually.
Company
Financial is part of a Fortune 100 company providing insurance, retirement, and financial protection products and services.
What you will do
- Schedule and conduct one-on-one and group retirement seminars for current and prospective plan participants.
- Provide counseling and guidance on defined contribution retirement savings plans, 457 plans, annuities, and investment products.
- Drive sales, identify prospects, acquire new small cases, and expand products and services within assigned plans.
- Develop and retain relationships with participants, department heads, and other key organization contacts.
- Support the Program Director with territory planning, execution strategies, training, presentations, and team development.
- Lead a group of Retirement Specialists, troubleshoot inquiries, and coordinate process improvements with home office teams.
Requirements
- Three years of related experience in financial, sales, or educational services.
- Experience with public-sector business, 457 plans, retirement products, and financial services.
- Strong sales, communication, presentation, leadership, problem-solving, and relationship-building skills.
- FINRA Series 6, 63, and 65, or Series 7 and Series 66 licenses.
- Life and Health license required.
- Valid driver’s license with a satisfactory driving record; travel within the assigned territory is required.
Culture & Benefits
- Hybrid work with the possibility of working from home and rotating office attendance.
- Medical, dental, and vision coverage.
- Life insurance and short- and long-term disability coverage.
- Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
- 401(k) with company match and a company-paid pension plan.
- Inclusive workplace focused on diversity, respect, and equal opportunity.
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