Job Summary
A financial company is searching for a person to fill their position for a Telecommute Savings and Growth Plan Enroller.
Core Responsibilities Include:
- Being responsible for 457 enrollment, retirement counseling, and participant education and seminars
- Recommending investment strategies
Skills and Requirements Include:
- Schedule and conduct group educational workshops
- Securities registrations – Series 6, Series 63, Series 65 (or Series 66)
- Life and Health Insurance Licenses
- Desire to assist clients meet their financial and retirement goals
- Strong understanding of the defined contribution marketplace
- Good presentation skills
