Pennsylvania Licensed Retirement Sales Specialist

Job Summary

A company is looking for a Retirement Sales Specialist.

Key Responsibilities

• Develop and implement business plans to achieve sales and growth goals for targeted firms
• Coordinate resources and presentations for finals meetings while serving as the primary contact for client relationships
• Identify and resolve client concerns, ensuring effective communication and collaboration during the implementation process

Required Qualifications and Education

• 1-3+ years of experience in the financial services industry
• Bachelor's degree or 4+ years of comparable work experience
• FINRA SIE, Series 6, Series 63, and Life & Health designation required
• Ability to analyze and interpret complex documents and data
• Self-motivated with strong time management and multitasking abilities