Internal Retirement Specialist - North Carolina

Location: Remote
Compensation: Salary
Staff Reviewed: Mon, Jul 01, 2024
This job expires in: 19 days

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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