Remote Roaming Enroller

Job ID: Available for Members

Location: California

Compensation: To Be Discussed

Staff Reviewed: Fri, Dec 07, 2018

Job Category: Marketing, Sales

Telecommute Level: Occasionally

Travel Requirements: Field Travel Required, Some Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company is in need of a Remote Roaming Enroller.

Core Responsibilities Include:

  • Assisting in scheduling retirement seminars/one-on-one appointments
  • Meeting one-on-one to conduct financial advisory investment counseling sessions
  • Delivering on-site education for Plan Sponsor Participants

Required Skills:

  • Ability to travel
  • FINRA Series 6 or 7 and 63, 65
  • Minimum 3 years of experience in retirement/financial services
  • Bachelor's degree or equivalent experience
  • Identifies and resolves problems in a timely manner