Retirement Sales Support Associate
Get new jobs like this one by email. Create a free account for job alerts and to save the jobs you like.
Job Summary
Providing retirement plan education and support primarily through phone and virtual meetings, the full-time Retirement Sales Support Associate will assist participants in understanding their options and achieving their retirement goals while working remotely.
Key responsibilities
- Conduct phone and virtual meetings to explain retirement plan features and options to participants
- Contribute to team goals by identifying participants who could benefit from enrollment or increasing contributions
- Support the inbound call center by resolving participant inquiries and educating them on retirement options
Required qualifications
- 1+ years of experience in retirement plan services or related financial services
- Bachelor's degree or equivalent work experience (4 years in lieu of a degree)
- FINRA SIE, S6, S63, Life & Health licenses required within 120 days of hire
- CRPS or CRPC designation required within one year of hire date
- Excellent organizational skills with the ability to prioritize and manage multiple tasks
Complete Job Description
The complete job description is available to premium members. Premium membership includes:
Full access to 39,452 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to premium members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
