Job Summary
A financial services company has a current position open for a Telecommute Retirement Services Enroller in Southern California.
Individual must be able to fulfill the following responsibilities:
- Provide financial education and service on 403(b) and 457 programs
- Grow participation and awareness of the plan benefits
- Explain complex investment concepts to a variety of comprehension levels
Position Requirements Include:
- Must be willing to travel within the assigned territory (car is provided)
- FINRA series 6, 63, and CA Life and Annuity required
- Must be able to pass the series 65 within six months
- 1-5 years of industry experience