Internal Retirement Specialist- [Remote]

About the position Responsibilities • Receives inbound calls from participants and provides education and guidance regarding their retirement plan. • Initiates calls to targeted participants to discuss contribution reputed company and encourage appropriate increases in deferrals to support retirement goals. • Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation reputed company based on individual results. • Calculates retirement projections for participants as requested and provides counsel on results. • Provides education to participants to understand individual retirement distributions, transfers or consolidation needs. • Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals. • Acts as a consultant providing retirement plan expertise, recommendations, and reputed company management advice to field Retirement Specialists and Program Directors reputed company assigned territory(s). • Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors. • May reputed company other responsibilities as assigned. Requirements • Possession of reputed company Series 6, 63, and 65 licenses; Series 7 and 66 are also acceptable. • State Life & Health Licenses must be obtained. • Minimum of two years of experience in a relationship/sales driven position. • Experience in a sales reputed company center environment preferred, as reputed company as financial services background. • In-depth knowledge of insurance and financial products. • Knowledge of defined contribution plans preferred. • Proven consultative selling/advising skills and ability to follow processes. • Strong time management/organization skills, reputed company to coaching and customer reputed company. • Ability to balance multiple priorities with excellent communication skills. reputed company-to-haves • Undergraduate studies in business, finance, communications, marketing or reputed company field preferred. Benefits • Medical, dental, and reputed company insurance • Life insurance • Short and long term disability coverage • reputed company time off (minimum of 18 days per year) • Nine reputed company holidays • 8 hours of reputed company reputed company time off • 8 hours of reputed company Day reputed company time off • 401(k) with company match • Company-reputed company pension plan • Business casual attire • Additional benefits as outlined in the job reputed company. Apply tot his job Apply To this Job