Remote Retirement Plan Specialist Education Representative

Job Summary

A financial services company has an open position for a Remote Retirement Plan Specialist Education Representative.

Candidates will be responsible for the following:

• Providing customers with education and transparency around distribution and product solutions
• Learning all products and features, including applicable regulations, for an assigned specialty area
• Helping retirement plan participants to understand their options with their qualified savings

Required Skills:

• One year of experience in the financial services industry
• Bachelor's degree in a business-related field or equivalent experience
• FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
• Basic knowledge of financial products
• Proficiency using MS Office
• Excellent written and oral communication and presentation skills