Illinois Licensed Retirement Specialist

Job Summary

Providing retirement plan expertise, the full-time Internal Retirement Specialist will educate participants on their retirement plans, initiate calls to encourage increased contributions, and analyze individual risk assessments while working remotely.

Key Responsibilities:

• Receives inbound calls from participants, providing education and guidance on their retirement plans
• Initiates outreach to participants to discuss contribution levels and promote increases in deferrals
• Completes account reviews and offers advice on asset allocation options based on individual risk assessments

Required Qualifications:

• FINRA Series 6, 63, and 65 licenses, along with a Life and Health license
• Minimum of two years of experience in a relationship/sales-driven position, preferably in a sales call center environment
• Undergraduate studies in business, finance, communications, marketing, or a related field preferred
• In-depth knowledge of insurance and financial products, with a preference for defined contribution plans
• Proven consultative selling/advising skills and ability to follow processes effectively