Indiana Licensed Retirement Specialist
Job Summary
To support a growing team, the full-time Indiana Licensed Retirement Specialist will manage client relationships, execute marketing strategies, and drive sales initiatives while working remotely from anywhere in the United States.
Key responsibilities
- Make proactive sales calls to identify opportunities and provide product information to clients
- Execute marketing activities, including webinars and e-newsletters, to enhance client engagement
- Support business functions by assisting Retirement Income Consultants and managing advisor interactions
Required qualifications
- Bachelor's degree in business, finance, or a related field, or equivalent experience
- Minimum of two years of related experience in financial services or sales
- Resident state life and health insurance license required or must be obtained within 90 days of hire
- Registered with a broker dealer within 180 days of hire
- Experience in annuity and securities product sales preferred
Complete Job Description
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