State Licensed Retirement Income Specialist
Job Summary
To support a growing team, the full-time remote State Licensed Retirement Income Specialist will manage client relationships, execute marketing activities, and drive new business initiatives while providing exceptional service to financial advisors.
Key responsibilities
- Develop and execute business plans to meet revenue goals by maintaining and expanding client relationships
- Conduct proactive sales calls and marketing activities to promote products and identify sales opportunities
- Respond to service and sales-related inquiries, ensuring a high-quality customer experience for all clients
Required qualifications
- Bachelor's degree in business, finance, or a related field, plus a minimum of two years of relevant experience
- Resident state life and health insurance license required or must be obtained within 90 days of hire
- Registered with a broker dealer within 180 days of hire
- Series 7 license must be obtained within the first 12 months
- Preferred experience in annuity and securities product sales, as well as the financial services industry
Complete Job Description
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