State Licensed Retirement Consultant

Job Summary

Driving the consolidation of assets into employer-sponsored retirement plans, the full-time remote State Licensed Retirement Consultant will manage a book of business of 150 to 350 clients, providing education and support throughout the consolidation process.

Key responsibilities

• Place outbound calls and handle inbound calls to assist customers in consolidating their retirement savings
• Independently manage a high volume of scheduled meetings, calls, and emails while receiving leads from call centers
• Demonstrate expertise in retirement investment vehicles and service rollover relationships from opportunity handoff through close

Required qualifications

• High School diploma or GED
• 2 years of relevant experience
• FINRA 6 & 63 registrations required within corporate-established timelines
• FINRA Fingerprinting
• Authorization to work in the United States without requiring visa sponsorship