Job Summary
A staffing agency has an open position for a Remote Retirement Plan Finance Internal Sales Representative.
Core Responsibilities Include:
- Developing and maintaining relationships with financial advisors
- Delivering high quality, responsive service to all inbound requests for information
- Conducting outbound calls to follow up on proposals
Position Requirements Include:
- QPFC, QKA or equivalent designation or willingness to obtain
- Microsoft Office Suite knowledge
- Strong knowledge of retirement plan services
- Utilize strong organizational and multi-tasking skills to meet job requirements
- Expertise in adapting to different audiences