Retirement Sales Specialist

About This Role

This role supports the sales team as a Retirement Sales Specialist, focusing on generating pipeline, closing sales, and developing strong relationships with advisors and third-party administrators for Full-Service Accumulation.

Responsibilities

• Manage internal sales activities for Full-Service Accumulation
• Educate and consult with advisors and third-party administrators on prospecting, marketing, and selling retirement plans
• Develop excellent relationships with advisors and third-party administrators
• Evaluate and price prospective business to ensure profitability and suitability to client needs
• Prepare advisors to deliver sales presentations to prospective clients

Requirements

• Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) within 5 months of employment
• Resident Life and Health appointment must be attained within 4 months of employment

Qualifications

• Associate or Bachelor’s degree or progress towards relevant licenses, certifications, or a degree
• 2+ years of experience in customer service, financial services, retirement plan operations or sales capacity

Nice to Have

• Associate or Bachelor’s degree or progress towards relevant licenses, certifications, or a degree
• 2+ years of experience in customer service, financial services, retirement plan operations through work, training, military service, or other education
• Knowledge of retirement plans designs and regulations, retail, and institutional investment products
• Previous experience working in a sales capacity
• Outstanding oral and written communication, training, and presentation skills
• Strong problem solving, analytical and mathematical calculation skills
• Self-starter - Work independently with little direction
• Excellent Teammate

Benefits