Kansas Licensed Retirement Consultant

Job Summary

A company is looking for a Retirement Plan Consultant to manage and service retirement plans and individual investment clients.

Key Responsibilities

• Manage and service existing 401k plans and participant retirement accounts, ensuring compliance and client satisfaction
• Conduct annual reviews with clients to assess their financial situations and provide tailored recommendations
• Develop sales strategies to capture rollover account opportunities and conduct enrollment presentations

Required Qualifications

• Strong understanding of retirement plans and investment strategies
• Familiarity with regulatory requirements and compliance in the financial industry
• Proficiency in financial software and tools
• Series 65 and life, health, and variable licensing already obtained
• Familiarity with 401k sales and plan management