About this role
Role Overview
- Provides in person and virtual counseling for participants, beneficiaries, and their representatives
- Offers financial planning advice via in person, phone and video chat
- Counsels participants on their pension plans and investment options
- Educates and facilitates new product purchases and provides authoritative information
- Interacts with retirement plan participants to provide exceptional customer service
- Utilizes knowledge of tax and investment strategies to inform financial advice
- Develops and maintains strong relationships with Institutional Plan Sponsors
Requirements
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations: Series 7; Series 63
- Life and Health Insurance License (Resident State) required within 120 Days
Benefits
- Comprehensive Total Rewards package
- Competitive health, wellness and work life offerings
- Superior retirement program