Original listing text, shown exactly as published by the company.
What you will do
- Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
- Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
- Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
- Manage meeting schedule, including travel booking
- Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
- Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
- Achieve plan level and individual goals to help achieve service level agreements and business results
- Participate in client meetings, sales finals, or other external meetings as needed
- Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
- Bachelor's degree or equivalent work experience in lieu of a degree
- 3 – 5 years relevant financial services experience
- Strong presentation skills required
- Proficiency in MS Word, Excel, PowerPoint, and Teams required
- Strategic thinker who can work independently required
- Strong relationship building and territory management skills required
- FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
- FINRA fingerprinting required upon hire
What will set you apart
- Working knowledge of Salesforce preferred
- Working knowledge of building blocks for successful retirement planning preferred
- Basic understanding of defined contribution plans preferred
- Practical experience providing high-level, consultative client interactions preferred
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
