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Licensed Internal Retirement Specialist

Company: VirtualVocations
Location: Greenville
Posted on: September 15, 2023

Job Description:

A company is looking for a Licensed Internal Retirement Specialist who will provide retirement plan expertise and advice to participants.
Key Responsibilities:

Receive inbound calls from participants and provide education and guidance regarding their retirement plan
Initiate calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals
Complete account reviews, calculate retirement projections, and provide counsel on results

Required Qualifications:

Hold FINRA Series 6, 63, and 65 licenses, as well as a Life and Health license
Have a minimum of two years of experience in a relationship/sales driven position
Possess in-depth knowledge of insurance and financial products, with a strong understanding of retirement products
Undergraduate studies in business, finance, communications, marketing, or a related field preferred
Must have a drive for results, ability for relationship building, and a positive outlook

Keywords: VirtualVocations, Greenville , Licensed Internal Retirement Specialist, Other , Greenville, South Carolina

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