Job Summary
A financial services company is seeking a Remote Retirement Plan Advisor .
Individual must be able to fulfill the following responsibilities:
- Develop strategic partnerships with key contacts in each location and agencies within assigned territory
- Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants
- Create dynamic business plan and strategy to maximize impact on participants in assigned territory
Skills and Requirements Include:
- Bachelor's degree in Business or Finance; or equivalent work experience
- 2+ years related experience
- Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
- Strategic thinker who can work independently
- Strong relationship building and territory management skills
- Experienced and effective public speaker