Key skills
LeadershipSales
About this role
Role Overview
- Supervise Virtual Financial Consultants on participant inquiries
- Educate clients on financial products
- Maintain relationships with Institutional Plan Sponsors
- Develop strategies for financial planning advice
Requirements
- 5 years of institutional retirement experience
- 7+ years of institutional retirement experience preferred
- Series 7, Series 63, and Series 24 certifications
- Significant leadership experience in Sales
- Demonstrated ability to coach and develop a team
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Flexible working arrangements
- Wellness programs