United States onlyAt the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. As an Internal Retirement Specialist, you'll provide retirement plan expertise to participants, acting as a consultant to provide specific education and advice based on the individual participants' unique needs.
Requirements
- FINRA Series 6, 63 and 65 licenses, Life and Health license are required
- Bilingual in Spanish and English (preferred)
- 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
Benefits
- medical/dental/vision
- life insurance
- short and long term disability coverage
- paid time off
- 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
