Internal Retirement Specialist

FINRA Series 6, 63 and 65 licenses, Life and Health license are required for this position.
Minimum of two years of experience in a relationship/sales driven position.
In-depth knowledge of insurance and financial products.
Knowledge of defined contribution plans preferred.

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.