About this role
Role Overview
- Provides in person and virtual counseling for participants and beneficiaries
- Counsels participants on pension plans and investment options
- Educates and facilitates new product purchases and provides authoritative information
- Interacts with retirement plan participants to provide exceptional customer service
- Utilizes knowledge of tax and investment strategies to inform financial advice
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
- Superior retirement program
- Highly competitive health
- Wellness and work-life offerings