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Virtual Savings and Growth Plan Enroller in the Portland Area

Job is Expired
Location: Oregon
Compensation: Salary
Staff Reviewed: Thu, Apr 12, 2018
Job Category: Financial
Weekly Hours: Full Time
Employment Status: Permanent
Employer Type: Employer
Career Level: Experienced

Job Summary

A financial services company is searching for a person to fill their position for a Virtual Savings and Growth Plan Enroller in the Portland Area.

Individual must be able to fulfill the following responsibilities:

  • Servicing a large plan sponsor relationship in Government market
  • Being responsible for 457 enrollment, retirement counseling, and participant education and seminars
  • Scheduling and conducting group educational workshops, one on one retirement counseling appointments and recommend investment strategies

Applicants must meet the following qualifications:

  • Must have Securities registrations - Series 6, Series 63, Series 65 (or Series 66)
  • Must have Life & Health Insurance Licenses
  • Must have a desire to assist clients meet their financial and retirement goals
  • Strong understanding of the defined contribution marketplace (especially 457 plans)
  • Good Presentation Skills

COMPLETE JOB DESCRIPTION

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