5 дней назад
Senior Retirement Specialist - Colorado
68 000 - 127 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Retirement Specialist - Colorado (Retirement Plans/Financial Services): Driving sales, participant education, and relationship management for defined contribution retirement plans across an assigned territory with an accent on retirement counseling, seminar delivery, and public-sector plan expertise. Focus on developing client relationships, supporting territory strategy, leading Retirement Specialists, and solving customer and process issues while meeting field travel expectations.
Location: Ft. Collins, Colorado, or a location north of Denver, with field travel within the assigned territory. May be required to work from home.
Salary: $68,000–$127,000 annually; expected starting salary range: $68,000–$102,000.
Company
is a Fortune 100 financial services company helping individuals and businesses prepare for and protect their financial futures.
What you will do
- Schedule and conduct one-on-one and group retirement education seminars for current and prospective plan participants.
- Provide counseling on defined contribution retirement savings plans, 457 plans, annuity products, and investment products to support sales growth.
- Develop and retain relationships with participants and key organizational contacts, including department heads.
- Support the Retirement Services Program Director with territory planning, execution strategies, presentations, training, and team development.
- Act as a team lead and point of contact for Retirement Specialists, troubleshooting inquiries and supporting administrative processes.
- Lead special projects related to marketing, customer service, enrollment, and process improvement.
Requirements
- Three years of related experience in financial, sales, or educational services functions.
- Strong sales, communication, presentation, relationship-building, leadership, and problem-solving skills.
- Expertise in public-sector business and knowledge of 457 plans, retirement products, and financial services.
- FINRA Series 6, 63, and 65, or Series 7 and Series 66 licenses required.
- Life and Health license required.
- Valid driver’s license and satisfactory driving record required; travel within the assigned territory is required.
Nice to have
- Financial advisor experience.
- Undergraduate studies in insurance, business, marketing, or a related field.
Culture & Benefits
- 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 committed to equal employment opportunities and a respectful culture.
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