Retirement Solutions Specialist
Job Summary
To support a growing practice, the full-time Retirement Solutions Specialist will provide dedicated, concierge-level support to Retirement Benefits Group advisors and their clients, focusing on proactive client outreach, engagement, and contribution enhancement in a remote work environment.
Key responsibilities
- Engage clients through proactive outreach to discuss retirement savings and support their goals
- Identify and reconnect with clients who have paused contributions, providing education and strategies to restart their savings
- Collaborate with advisors to develop targeted outreach strategies and track client engagement outcomes
Required qualifications
- Bachelor's degree or relevant professional work experience
- FINRA Series 6 and 63, active upon hire
- Life, Health, and Variable licenses, active or ability to obtain within 30 days of hire
- 2+ years of professional experience in a sales support or client-facing role within financial services
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 44,825 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
The company description is available to 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.
