Field Director - Retirement Strategies

Job Summary

A company is looking for a Field Director in the Retirement Strategies Group.

Key Responsibilities

• Partner with field wholesalers to promote sales and marketing of annuity products
• Deliver presentations on retirement planning topics and draft supporting materials
• Conduct presentations for clients and financial professionals on complex planning strategies

Required Qualifications

• Bachelor's degree or equivalent experience with a professional designation (JD, CPA, CFP, or RICP)
• 10+ years of experience in annuity sales
• Deep understanding of tax rules for IRAs and retirement plans
• 10+ years of experience in retirement asset accumulation and small business planning
• Active FINRA Series 6 & 63 licenses and applicable state life insurance licenses