Job Summary

An insurance company is in need of a Remote Internal Retirement Specialist.

Individual must be able to fulfill the following responsibilities:

• Receive inbound calls from participants and provides education and guidance
• Initiate calls to targeted participants to discuss contribution levels
• Calculate retirement projections for participants as requested and provides counsel on results

Required Skills:

• FINRA Series 6, 63, and 65 required
• Life & Health license required
• Undergraduate studies business, finance, communications, marketing or related field
• Additional licenses/registrations may be required when new products and services are implemented
• Experience in a sales call center environment
• Minimum of two years of experience in a relationship/sales-driven position