At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you!

As a Retirement Specialist, you'll help drive sales growth by providing retirement planning and education while delivering service to plan participants. You will develop, manage and retain relationships with plan participants and have regular retirement education and planning interactions with them. You'll identify prospective new small case employer clients and take actions to acquire new small cases.

This position will cover a territory covering the Rio Grande Valley area.

FINRA Series 6, 63, and 65 required (within 120 days of employment).

Key Responsibilities:

• Develops positive relationships with key public sector employer entity contacts within assigned territory.

• Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.

• Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which drive sales growth.

Typical Skills and Experiences:

• Education: Undergraduate studies in related field, insurance, business, marketing preferred.
• License/Certification/Designation: FINRA Series 6 license, and life and health licenses required. Series 63 and 65 may be necessary.
• Experience: Three years of related experience in financial, sales or educational services functions.
• Knowledge, Abilities and Skills: Must have a deep understanding of the public sector business to apply knowledge of 457 plans, additional financial products and services to the business. Comprehension of annuity and investment products with the ability to effectively communicate product information. Understanding of the competitive landscape a plus. Excellent sales, communication and presentation skills required. Proven track record to maintain a territory of clients. Ability to work independently with little supervision.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• Self-determined schedule

Supplemental pay types:

• Bonus pay

Experience:

• Retirement Plans: 1 year (Preferred)

Work Location: On the road

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