About this role
Role Overview
- Counsels participants on their pension plans, tax deferred annuities and other available investment options to help clients retain and increase assets
- Educates, recommends and facilitates new product purchases (including retail mutual finds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based
- Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests
- Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives
- Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives
- Develops and maintains strong relationship with Institutional Plan Sponsors
Requirements
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications 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