Retirement Specialist Job at Hunter Recruiting, San Antonio, TX

dmlQRFF3NE9UeE1WREE5M1k1blBNWnIvSUE9PQ==
  • Hunter Recruiting
  • San Antonio, TX

Job Description

Retirement Specialist will drive sales, provide education and deliver service for plan participants, supporting type 457 retirement programs. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.

Retirement Specialist Responsibilities:

  • Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
  • Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
  • 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 will drive sales growth.
  • Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
  • Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
  • Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
  • Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.

Retirement Specialist Requirements:

  • Undergraduate studies in related field such as insurance, business, or marketing is preferred.
  • FINRA Series 6 or 7 license, and some combination of series 63, 65, or 66, as well as life and health licenses required; series 63 and 65 may be necessary.
  • Three years of related experience in financial, sales or educational services functions.
  • Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services.
  • Ability to effectively navigate political and economic landscapes to achieve business results.
  • Proven knowledge of Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities.

Job Tags

Similar Jobs

Wisconsin Pet Care

Paw Walkers and Pet Sitters Job at Wisconsin Pet Care

Do you love working with and being around animals? If so, this could be the job for you! We are looking for dog walkers and pet sitters who live in Fox Point, Shorewood or Mequon.Must haves:* Friendly, outgoing, and customer savvy. Eager to learn and teach.* Great... 

Welch Packaging

Junior Graphic Designer Job at Welch Packaging

 ...customer presentation Attend production press checks for print quality review. Collaborate with customer service, production, and design teams to meet project requirements. Manage color across different print methods and ensure color consistency Maintain... 

Kelly

Chemist Job at Kelly

 ...Analytical Chemist Qualifications: Essential: BS in Chemistry with 1-5 years of industry experience, or fresh MS in chemistry. Preferred: Familiarization with Agilent OpenLAB and ChemStation HPLC & GC software. Responsibilities: Participate in the sample... 

Dignity Health

Chaplain Job at Dignity Health

**Responsibilities****Position Summary:**The Chaplains of Mercy & Memorial Hospitals minister to the patients, families, staff, physicians, volunteers, and visitors at the three Dignity Health hospitals in Bakersfield. Consistent with the mission and values of Dignity... 

Compunnel Inc.

Executive Assistant Job at Compunnel Inc.

 ...Local candidates only! Experience working on trading floor and supporting multiple groups is a plus!! MOR2JP00016485 // Temp | Administration | Executive Assistant | Level 2(USD) Job Title : Executive Assistant Work Location: 1585 Broadway New York NY 1003...