About this role
Role Overview
- Provides in person and virtual counseling for all participants
- Counsels participants on their pension plans, tax deferred annuities and other available investment options
- Educates, recommends and facilitates new product purchases
- Interacts with retirement plan participants to provide exceptional customer service
- Utilizes knowledge of tax and investment strategies to inform financial advice
- Communicates internally with cross-business partnerships
- Develops and maintains strong relationship with Institutional Plan Sponsors
Requirements
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State)
- Multiple Issuers required within 120 Days
Benefits
- Health insurance
- Competitive retirement program
- Flexible work arrangements
- Professional development opportunities