Internal Retirement Specialist - North Carolina
Job Summary
A company is looking for an Internal Retirement Specialist.
Key Responsibilities:
- Provide retirement plan expertise to participants through inbound and outbound calls
- Offer education, guidance, and advice on retirement plans to participants
- Build strategic relationships with field Retirement Specialists and Program Directors
Required Qualifications:
- Hold FINRA Series 6, 63, and 65 licenses, as well as State Life & Health Licenses
- Minimum of two years of experience in a relationship/sales driven position
- Undergraduate studies in business, finance, communications, marketing, or related field preferred
- Knowledge of insurance and financial products, with experience in a sales call center environment preferred
- Acquire required federal and/or state licenses/registrations within designated time period
COMPLETE JOB DESCRIPTION
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