California Licensed Retirement Specialist

Job Summary

Providing retirement plan expertise to participants, the full-time California Licensed Retirement Specialist will receive inbound calls, initiate outreach to encourage contributions, and conduct account reviews while working remotely.

Key responsibilities:

• Educate participants on their retirement plans and provide tailored guidance based on individual needs
• Initiate calls to discuss contribution levels and encourage increases in deferrals to meet retirement goals
• Conduct account reviews and offer advice on asset allocation options and retirement projections

Required qualifications:

• FINRA Series 6, 63, and 65 licenses, as well as a Life and Health license, are mandatory
• Minimum of two years of experience in a relationship or sales-driven position, preferably in a sales call center or financial services environment
• Undergraduate studies in business, finance, communications, marketing, or a related field preferred
• In-depth knowledge of insurance and financial products, with familiarity in defined contribution plans preferred
• Bilingual in Spanish and English is preferred and highly valued