Tech Stack

Description

You will use a consultative sales approach to identify retirement plan prospects, offer tailored solutions, and maintain client relationships. You will also collaborate with the investment team and retirement plan managers to provide a consistent client experience.

Requirements

• Bachelor's degree and 3+ years sales experience in retirement plan services
• FINRA Series 65 required
• Life Insurance and Variable Contracts licenses preferred
• Knowledge of ERISA laws and retirement plan industry preferred
• Experience with MS Office products required

Responsibilities

• Produce/advise on retirement plans using consultative sales approach
• Pursue and sell services to retirement plan prospects
• Solidify client relationships and maintain ongoing service
• Complete investment analysis and offer guidance based on best-in-class list
• Provide strategic recommendations and implement plan enhancements