State Licensed Retirement Sales Representative

Job Summary

State Licensed Retirement Sales Representative is a full-time, remote position responsible for engaging educators and clients to assess retirement planning needs and provide tailored investment solutions.

Key Responsibilities

• Engage with clients through inbound calls and proactive outreach to discuss retirement planning needs
• Conduct needs-based financial conversations and recommend appropriate retirement solutions
• Build and maintain strong client relationships while managing a pipeline of opportunities

Required Qualifications

• Active Series 6 and 63 licenses required
• Active Life Insurance license required
• Minimum of 3 years of financial services or consultative sales experience
• Proven ability to build trust and establish relationships in a remote engagement model
• Strong organizational skills with the ability to manage multiple priorities