Internal Retirement Specialist- [Remote]

About the position Responsibilities • Receives inbound calls from participants and provides education and guidance regarding their retirement plan. • Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals. • Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results. • Calculates retirement projections for participants as requested and provides counsel on results. • Provides education to participants to understand individual retirement distributions, transfers or consolidation needs. • Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals. • Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s). • Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors. • May perform other responsibilities as assigned. Requirements • Possession of FINRA Series 6, 63, and 65 licenses; Series 7 and 66 are also acceptable. • State Life & Health Licenses must be obtained. • Minimum of two years of experience in a relationship/sales driven position. • Experience in a sales call center environment preferred, as well as financial services background. • In-depth knowledge of insurance and financial products. • Knowledge of defined contribution plans preferred. • Proven consultative selling/advising skills and ability to follow processes. • Strong time management/organization skills, receptive to coaching and customer focused. • Ability to balance multiple priorities with excellent communication skills. Nice-to-haves • Undergraduate studies in business, finance, communications, marketing or related field preferred. Benefits • Medical, dental, and vision insurance • Life insurance • Short and long term disability coverage • Paid time off (minimum of 18 days per year) • Nine paid holidays • 8 hours of Lifetime paid time off • 8 hours of Unity Day paid time off • 401(k) with company match • Company-paid pension plan • Business casual attire • Additional benefits as outlined in the job description. Apply tot his job Apply To this Job