Telecommute Savings and Growth Plan Enroller

Job ID: Available for Members

Location: Oregon

Compensation: To Be Discussed

Posted: Monday, March 12, 2018

Job Category: Financial

Telecommute Level: Occasionally

Travel Requirements: Field Travel Required, Some Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

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