Maryland Licensed Senior Sales Specialist

Job Summary

As a Maryland Licensed Senior Sales Specialist, the full-time position will manage participant relationships by providing retirement strategy insights, resolving complex account issues, and qualifying high-value participants for enhanced consultations, with a hybrid work arrangement available after training.

Key responsibilities

• Serve as the initial point of contact for inbound participant service requests and resolve complex account issues
• Identify and qualify participants for referral to Retirement Specialists and Financial Consultants to enhance relationships
• Deliver on defined sales targets while providing education and guidance on investment options to retain assets

Required qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 4+ years of total relevant work experience
• FINRA SIE, Series 7, and 66 licenses to be obtained within designated window