Ohio Licensed Retirement Specialist
virtual vocationsNew York, NY
Ohio Licensed Retirement Specialist
virtual vocationsNew York, NY
today
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsIndustries
Pension FundsPortfolio Management and Investment AdviceContinuing Care Retirement CommunitiesAbout the role
Providing retirement plan expertise to participants, the full-time Ohio Licensed Retirement Specialist will manage inbound and outbound communications, educate clients on retirement options, and build strategic relationships with field specialists, all while working remotely.
Key responsibilities:
Educate participants on their retirement plans through inbound calls and proactive outreach
Conduct account reviews and provide personalized advice on asset allocation and retirement projections
Collaborate with field Retirement Specialists to support business unit sales goals and enhance client relationshipsRequired qualifications: FINRA Series 6, 63, and 65 licenses, along with Life and Health license
Minimum of two years of experience in a relationship/sales-driven position, preferably in a financial services environment
Undergraduate studies in business, finance, communications, marketing, or a related field preferred
In-depth knowledge of insurance and financial products, with a focus on defined contribution plans
Bilingual in Spanish and English is preferred and highly valued
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
today
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