Job Summary
A financial services company has an open position for a Remote Enroller Retirement Services Manager.
Individual must be able to fulfill the following responsibilities:
- Provide financial education and service on 403(b) and 457 programs throughout an assigned territory
- Outreach and promote service to grow participation and awareness of the plan benefits
- Speak to small groups as well as individuals on financial education topics
Qualifications for this position include:
- Must be willing to travel within the assigned territory
- 1-5 years of industry experience
- Retirement 403(b) and 457 Deferred Compensation education background preferred
- Self Starter, must be able to work independently FINRA series 6, 63, and CA Life and Annuity required
- Must be able to pass the series 65 within six months
- All other requirements necessary for this position
