Job Summary
A company helping people reach their long-term financial goals is filling a position for a Telecommute Retirement Plan Advisor in Boston.
Individual must be able to fulfill the following responsibilities:
- Develop strategic partnerships with key contacts in each location and agencies within assigned territory
- Conduct Retirement Readiness Reviews
- Create dynamic business plan and strategy to maximize impact on participants in assigned territory
Applicants must meet the following qualifications:
- Bachelor's degree in Business or Finance; or equivalent work experience
- 2+ years related experience
- Reliable personal transportation to cover the assigned territory
- Strategic thinker who can work independently
- Strong relationship building and territory management skills
- Experienced and effective public speaker