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Telecommute Retirement Education Services Team Leader

Job is Expired
Location: New Jersey
Compensation: To Be Discussed
Staff Reviewed: Sat, Jan 20, 2018
Job Category: Business Operations, Financial
Weekly Hours: Full Time
Employer Type: Employer
Career Level: Experienced

Job Summary

A financial services company is in need of a Telecommute Retirement Education Services Team Leader.

Candidates will be responsible for the following:

  • Providing consultative retirement education services to participants in retirement plans
  • Serving as the primary point of contact to local governmental departments
  • Delivering engaging meetings that focus on helping people achieve retirement goals

Qualifications Include:

  • Able to travel to client locations
  • FINRA Series 6 or 7 & 63 licenses required
  • FINRA series 24 or 26 along with State life insurance license must be attained within 180 days of hire
  • Experience in consultative needs based approach methodology
  • Knowledge of retirement systems and planning concepts
  • Strong presentation skills

COMPLETE JOB DESCRIPTION

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