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Role Description

This role involves providing retirement plan expertise to participants as an Internal Retirement Specialist. Key responsibilities include:

• Receiving inbound calls from participants and providing education and guidance regarding their retirement plan.
• Initiating calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals.
• Completing account reviews to analyze individual risk assessment and advise on asset allocation options.
• Calculating retirement projections for participants and providing counsel on results.
• Providing education to participants on individual retirement distributions, transfers, or consolidation needs.
• Building strategic relationships with field Retirement Specialists and Program Directors.
• Acting as a consultant providing retirement plan expertise and recommendations.
• Applying knowledge of industry trends and market movements to advise field Retirement Specialists and Program Directors.
• Performing other responsibilities as assigned.

Qualifications

• Undergraduate studies in business, finance, communications, marketing, or related field preferred.
• Minimum of two years of experience in a relationship/sales driven position.
• Experience in a sales call center environment preferred, as well as financial services background.

Requirements

• FINRA Series 6, 63 and 65 licenses, Life and Health license are required.
• Associates must acquire the required federal and/or state licenses/registrations within the designated time period.
• In-depth knowledge of insurance and financial products.
• Knowledge of defined contribution plans preferred.
• Strong time management/organization skills.
• Ability to balance multiple priorities with excellent communication skills.

Benefits

• Medical/dental/vision insurance
• Life insurance
• Short and long term disability coverage
• Paid time off with a minimum of 18 days each full calendar year
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire